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 | $146,314 | $185,822-21.3% | $169,993-13.9% | $139,434+4.9% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 13.05% | 60.50%-47.5pp | 53.37%-40.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,923 | $7,590-74.7% | $6,785-71.7% | $4,751-59.5% |
| Participant deferral / active EE | $2,984 | $11,622-74.3% | $10,408-71.3% | $6,710-55.5% |
| Admin fee / account holder | $2,332 | $15,381-84.8% | $12,815-81.8% | $11,403-79.5% |