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 | $56,428 | $78,422-28.0% | $95,952-41.2% | $79,858-29.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.66% | 19.37%+0.3pp | 91.61%-72.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,290 | $1,945-33.7% | $2,541-49.2% | $2,471-47.8% |
| Participant deferral / active EE | $1,246 | $3,440-63.8% | $4,167-70.1% | $3,740-66.7% |
| Admin fee / account holder | $638 | $5,622-88.6% | $6,795-90.6% | $5,306-88.0% |