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 | $94,750 | $159,602-40.6% | $150,045-36.9% | $142,382-33.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.10% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,194 | $4,961-75.9% | $4,693-74.6% | $4,299-72.2% |
| Participant deferral / active EE | $2,378 | $8,310-71.4% | $7,997-70.3% | $6,507-63.5% |
| Admin fee / account holder | $6,219 | $14,846-58.1% | $13,435-53.7% | $12,624-50.7% |