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 | $149,681 | $135,952+10.1% | $123,892+20.8% | $273,961-45.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 125.08% | 56.63%+68.5pp | 47.52%+77.6pp | 41.45%+83.6pp |
| Employer contribution / active EE | $10,250 | $5,170+98.3% | $4,617+122.0% | $4,869+110.5% |
| Participant deferral / active EE | $1,511 | $6,343-76.2% | $5,984-74.7% | $5,287-71.4% |
| Admin fee / account holder | $857 | $9,817-91.3% | $8,357-89.7% | $10,132-91.5% |