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 | $101,478 | $111,301-8.8% | $112,977-10.2% | $158,922-36.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 13.28% | 26.40%-13.1pp | 24.24%-11.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,610 | $4,471-64.0% | $4,255-62.2% | $4,761-66.2% |
| Participant deferral / active EE | $1,819 | $5,880-69.1% | $5,836-68.8% | $5,982-69.6% |
| Admin fee / account holder | $828 | $8,392-90.1% | $6,294-86.8% | $11,246-92.6% |