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 | $109,511 | $91,538+19.6% | $129,995-15.8% | $75,163+45.7% |
| Participation rate | 73.1% | 71.4%+1.7pp | 78.5%-5.4pp | 67.2%+5.9pp |
| Annual return | 26.03% | -631.11%+657.1pp | -137.18%+163.2pp | 160.62%-134.6pp |
| Employer contribution / active EE | $980 | $2,845-65.6% | $4,320-77.3% | $2,670-63.3% |
| Participant deferral / active EE | $908 | $4,341-79.1% | $5,820-84.4% | $4,125-78.0% |
| Admin fee / account holder | $2,126 | $6,790-68.7% | $10,614-80.0% | $5,651-62.4% |