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 | $106,616 | $86,286+23.6% | $111,297-4.2% | $85,850+24.2% |
| Participation rate | 75.4% | 73.3%+2.1pp | 77.3%-1.9pp | 69.3%+6.1pp |
| Annual return | 17.43% | 19.99%-2.6pp | 54.65%-37.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,243 | $3,641-65.9% | $4,487-72.3% | $3,952-68.6% |
| Admin fee / account holder | $967 | $8,188-88.2% | $7,964-87.9% | $6,260-84.6% |