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 | $161,352-22.3% | $134,172-6.5% | $137,256-8.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.60% | 28.72%-15.1pp | 25.30%-11.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,999 | $4,099-51.2% | $3,420-41.5% | $4,156-51.9% |
| Participant deferral / active EE | $1,268 | $5,552-77.2% | $4,690-73.0% | $6,407-80.2% |
| Admin fee / account holder | $3,381 | $15,028-77.5% | $12,016-71.9% | $12,270-72.4% |