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 | $77,253 | $103,376-25.3% | $87,100-11.3% | $152,861-49.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.15% | 28.10%-8.9pp | 28.19%-9.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,594 | $3,220-50.5% | $2,521-36.8% | $4,762-66.5% |
| Participant deferral / active EE | $1,373 | $4,778-71.3% | $4,049-66.1% | $5,850-76.5% |
| Admin fee / account holder | $1,260 | $12,205-89.7% | $7,497-83.2% | $11,596-89.1% |