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 | $81,912 | $176,812-53.7% | $146,665-44.1% | $167,490-51.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.94% | 24.03%-12.1pp | 22.74%-10.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,116 | $5,160-20.2% | $4,136-0.5% | $4,837-14.9% |
| Participant deferral / active EE | $1,881 | $6,440-70.8% | $5,506-65.8% | $6,341-70.3% |
| Admin fee / account holder | $494 | $13,259-96.3% | $10,280-95.2% | $12,309-96.0% |