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 | $85,473 | $163,101-47.6% | $136,749-37.5% | $142,382-40.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.93% | 27.54%-9.6pp | 24.33%-6.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,977 | $4,117-27.7% | $3,400-12.4% | $4,299-30.8% |
| Participant deferral / active EE | $806 | $5,585-85.6% | $4,692-82.8% | $6,507-87.6% |
| Admin fee / account holder | $339 | $14,318-97.6% | $11,386-97.0% | $12,624-97.3% |