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 | $85,531 | $91,037-6.0% | $71,671+19.3% | $147,584-42.0% |
| Participation rate | 94.7% | 76.1%+18.6pp | 68.7%+26.0pp | 82.8%+11.9pp |
| Annual return | 17.01% | 20.48%-3.5pp | 20.65%-3.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,783 | $3,327+13.7% | $2,460+53.8% | $4,876-22.4% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,571 | $8,613-12.1% | $5,558+36.2% | $10,885-30.4% |