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 | $60,525 | $116,175-47.9% | $93,606-35.3% | $152,861-60.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.73% | 35.96%-11.2pp | 32.76%-8.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,966 | $3,218-7.8% | $2,718+9.1% | $4,762-37.7% |
| Participant deferral / active EE | $1,090 | $4,603-76.3% | $4,069-73.2% | $5,850-81.4% |
| Admin fee / account holder | $2,273 | $10,748-78.9% | $7,888-71.2% | $11,596-80.4% |