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 | $116,286 | $133,958-13.2% | $112,228+3.6% | $134,475-13.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 15.28% | 47.11%-31.8pp | 27.45%-12.2pp | 417.96%-402.7pp |
| Employer contribution / active EE | $873 | $4,038-78.4% | $3,635-76.0% | $4,740-81.6% |
| Participant deferral / active EE | $1,196 | $5,291-77.4% | $4,728-74.7% | $6,400-81.3% |
| Admin fee / account holder | $11,365 | $7,489+51.8% | $6,410+77.3% | $11,426-0.5% |