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 | $166,203 | $154,117+7.8% | $129,995+27.9% | $139,434+19.2% |
| Participation rate | 81.3% | 82.0%-0.7pp | 78.5%+2.8pp | 80.3%+0.9pp |
| Annual return | 13.40% | 32.48%-19.1pp | -137.18%+150.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,540 | $5,289-70.9% | $4,320-64.3% | $4,751-67.6% |
| Participant deferral / active EE | $1,721 | $6,710-74.4% | $5,820-70.4% | $6,710-74.4% |
| Admin fee / account holder | $12,023 | $14,007-14.2% | $10,614+13.3% | $11,403+5.4% |