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 | $86,618 | $178,174-51.4% | $156,181-44.5% | $137,256-36.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.42% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $11,667 | $4,972+134.7% | $4,294+171.7% | $4,156+180.7% |
| Participant deferral / active EE | $1,720 | $6,888-75.0% | $6,132-72.0% | $6,407-73.2% |
| Admin fee / account holder | $708 | $17,404-95.9% | $14,586-95.1% | $12,270-94.2% |