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 | $147,911 | $162,781-9.1% | $133,956+10.4% | $158,922-6.9% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 16.70% | 41.94%-25.2pp | 45.09%-28.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $15,614 | $4,975+213.8% | $3,919+298.5% | $4,761+227.9% |
| Participant deferral / active EE | $1,173 | $5,911-80.1% | $5,048-76.8% | $5,982-80.4% |
| Admin fee / account holder | $946 | $11,736-91.9% | $8,927-89.4% | $11,246-91.6% |