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 | $146,912 | $183,519-19.9% | $155,509-5.5% | $145,922+0.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 34.12% | 61.17%-27.0pp | 64.67%-30.6pp | 561.29%-527.2pp |
| Employer contribution / active EE | $1,323 | $5,313-75.1% | $4,672-71.7% | $4,660-71.6% |
| Participant deferral / active EE | $1,376 | $6,462-78.7% | $5,626-75.5% | $6,688-79.4% |
| Admin fee / account holder | $6,382 | $19,313-67.0% | $15,912-59.9% | $13,397-52.4% |