See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,740 | $116,175-73.5% | $93,606-67.2% | $152,861-79.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 19.65% | 35.96%-16.3pp | 32.76%-13.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,381 | $3,218+5.1% | $2,718+24.4% | $4,762-29.0% |
| Participant deferral / active EE | $701 | $4,603-84.8% | $4,069-82.8% | $5,850-88.0% |
| Admin fee / account holder | $2,288 | $10,748-78.7% | $7,888-71.0% | $11,596-80.3% |