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 | $69,904 | $124,281-43.8% | $109,143-36.0% | $167,490-58.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.19% | 26.04%-11.8pp | 25.75%-11.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,433 | $4,207-42.2% | $3,722-34.6% | $4,837-49.7% |
| Participant deferral / active EE | $296 | $5,255-94.4% | $4,653-93.6% | $6,341-95.3% |
| Admin fee / account holder | $691 | $7,970-91.3% | $6,752-89.8% | $12,309-94.4% |