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 | $126,830 | $162,781-22.1% | $133,956-5.3% | $158,922-20.2% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 6.12% | 41.94%-35.8pp | 45.09%-39.0pp | 302.83%-296.7pp |
| Employer contribution / active EE | $1,280 | $4,975-74.3% | $3,919-67.3% | $4,761-73.1% |
| Participant deferral / active EE | $1,544 | $5,911-73.9% | $5,048-69.4% | $5,982-74.2% |
| Admin fee / account holder | $9,838 | $11,736-16.2% | $8,927+10.2% | $11,246-12.5% |