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 | $58,490 | $111,754-47.7% | $103,333-43.4% | $145,922-59.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 10.92% | 24.77%-13.8pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $4,243 | $4,212+0.7% | $3,868+9.7% | $4,660-8.9% |
| Participant deferral / active EE | $1,326 | $5,619-76.4% | $5,057-73.8% | $6,688-80.2% |
| Admin fee / account holder | $5,210 | $9,750-46.6% | $8,355-37.6% | $13,397-61.1% |