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 | $171,185 | $209,411-18.3% | $178,490-4.1% | $158,922+7.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.99% | 188.75%-170.8pp | 151.07%-133.1pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,329 | $5,706-76.7% | $5,011-73.5% | $4,761-72.1% |
| Participant deferral / active EE | $1,854 | $5,954-68.9% | $5,202-64.4% | $5,982-69.0% |
| Admin fee / account holder | $1,287 | $17,074-92.5% | $13,984-90.8% | $11,246-88.6% |