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 | $119,245 | $124,281-4.1% | $109,143+9.3% | $167,490-28.8% |
| Participation rate | 89.5% | 79.4%+10.0pp | 75.9%+13.6pp | 82.1%+7.4pp |
| Annual return | 14.97% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $8,920 | $4,207+112.0% | $3,722+139.7% | $4,837+84.4% |
| Participant deferral / active EE | $1,474 | $5,255-72.0% | $4,653-68.3% | $6,341-76.8% |
| Admin fee / account holder | $7,965 | $7,970-0.1% | $6,752+18.0% | $12,309-35.3% |