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 | $115,786 | $124,319-6.9% | $111,297+4.0% | $167,490-30.9% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | 32.72% | 37.44%-4.7pp | 54.65%-21.9pp | 478.56%-445.8pp |
| Employer contribution / active EE | $937 | $3,435-72.7% | $2,731-65.7% | $4,837-80.6% |
| Participant deferral / active EE | $1,339 | $5,180-74.2% | $4,487-70.2% | $6,341-78.9% |
| Admin fee / account holder | $4,605 | $10,618-56.6% | $7,964-42.2% | $12,309-62.6% |