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 | $125,416 | $163,101-23.1% | $136,749-8.3% | $142,382-11.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.60% | 27.54%-13.9pp | 24.33%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,999 | $4,117-51.4% | $3,400-41.2% | $4,299-53.5% |
| Participant deferral / active EE | $1,268 | $5,585-77.3% | $4,692-73.0% | $6,507-80.5% |
| Admin fee / account holder | $3,381 | $14,318-76.4% | $11,386-70.3% | $12,624-73.2% |