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 | $27,365 | $165,335-83.4% | $149,696-81.7% | $158,922-82.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 15.04% | 348.15%-333.1pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,801 | $5,103-5.9% | $4,644+3.4% | $4,761+0.8% |
| Participant deferral / active EE | $1,334 | $7,181-81.4% | $6,842-80.5% | $5,982-77.7% |
| Admin fee / account holder | $4,228 | $10,807-60.9% | $9,309-54.6% | $11,246-62.4% |