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 | $43,781 | $152,460-71.3% | $118,746-63.1% | $147,584-70.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.51% | 17.41%-3.9pp | 24.54%-11.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $3,766 | $5,046-25.4% | $4,193-10.2% | $4,876-22.8% |
| Participant deferral / active EE | $824 | $6,212-86.7% | $5,332-84.6% | $5,439-84.9% |
| Admin fee / account holder | $4,455 | $16,953-73.7% | $10,720-58.4% | $10,885-59.1% |