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 | $103,811 | $133,922-22.5% | $116,228-10.7% | $142,382-27.1% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.6%+12.4pp | 80.1%+6.8pp |
| Annual return | 11.71% | 147.76%-136.1pp | 90.06%-78.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,304 | $3,446-62.1% | $2,994-56.4% | $4,299-69.7% |
| Participant deferral / active EE | $1,479 | $5,672-73.9% | $4,953-70.1% | $6,507-77.3% |
| Admin fee / account holder | $1,549 | $14,945-89.6% | $11,989-87.1% | $12,624-87.7% |