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 | $77,038 | $87,733-12.2% | $106,548-27.7% | $85,850-10.3% |
| Participation rate | 92.9% | 71.9%+20.9pp | 76.1%+16.7pp | 69.3%+23.5pp |
| Annual return | 24.53% | 21.86%+2.7pp | 26.80%-2.3pp | 318.53%-294.0pp |
| Employer contribution / active EE | $1,143 | $2,073-44.9% | $2,819-59.5% | $2,565-55.4% |
| Participant deferral / active EE | $1,328 | $3,469-61.7% | $4,398-69.8% | $3,952-66.4% |
| Admin fee / account holder | $4,395 | $6,767-35.1% | $7,407-40.7% | $6,260-29.8% |