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 | $169,184 | $197,591-14.4% | $177,821-4.9% | $158,922+6.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.62% | 58.76%-45.1pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $10,000 | $6,697+49.3% | $5,918+69.0% | $4,761+110.0% |
| Participant deferral / active EE | $1,295 | $8,405-84.6% | $7,714-83.2% | $5,982-78.4% |
| Admin fee / account holder | $10,073 | $15,399-34.6% | $12,427-18.9% | $11,246-10.4% |