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 | $113,424 | $183,519-38.2% | $155,509-27.1% | $145,922-22.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 31.43% | 61.17%-29.7pp | 64.67%-33.2pp | 561.29%-529.9pp |
| Employer contribution / active EE | $1,844 | $5,313-65.3% | $4,672-60.5% | $4,660-60.4% |
| Participant deferral / active EE | $1,170 | $6,462-81.9% | $5,626-79.2% | $6,688-82.5% |
| Admin fee / account holder | $33,894 | $19,313+75.5% | $15,912+113.0% | $13,397+153.0% |