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 | $81,418 | $116,175-29.9% | $93,606-13.0% | $152,861-46.7% |
| Participation rate | 91.3% | 78.0%+13.3pp | 75.8%+15.5pp | 82.4%+8.9pp |
| Annual return | 20.06% | 35.96%-15.9pp | 32.76%-12.7pp | 345.32%-325.3pp |
| Employer contribution / active EE | $5,842 | $3,218+81.5% | $2,718+114.9% | $4,762+22.7% |
| Participant deferral / active EE | $1,146 | $4,603-75.1% | $4,069-71.8% | $5,850-80.4% |
| Admin fee / account holder | $2,476 | $10,748-77.0% | $7,888-68.6% | $11,596-78.7% |