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 | $171,238 | $197,591-13.3% | $177,821-3.7% | $158,922+7.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.99% | 58.76%-48.8pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,154 | $6,697-52.9% | $5,918-46.7% | $4,761-33.7% |
| Participant deferral / active EE | $2,584 | $8,405-69.3% | $7,714-66.5% | $5,982-56.8% |
| Admin fee / account holder | $11,660 | $15,399-24.3% | $12,427-6.2% | $11,246+3.7% |