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 | $103,698 | $117,381-11.7% | $99,443+4.3% | $152,861-32.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 11.72% | 31.87%-20.1pp | 30.72%-19.0pp | 345.32%-333.6pp |
| Employer contribution / active EE | $5,556 | $3,013+84.4% | $2,540+118.7% | $4,762+16.7% |
| Participant deferral / active EE | $26 | $4,086-99.4% | $3,619-99.3% | $5,850-99.6% |
| Admin fee / account holder | $10,503 | $7,631+37.6% | $6,250+68.0% | $11,596-9.4% |