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 | $237,432 | $148,534+59.8% | $135,903+74.7% | $139,434+70.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.36% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,488 | $5,243-71.6% | $4,856-69.4% | $4,751-68.7% |
| Participant deferral / active EE | $1,700 | $8,100-79.0% | $7,758-78.1% | $6,710-74.7% |
| Admin fee / account holder | $1,075 | $12,400-91.3% | $10,762-90.0% | $11,403-90.6% |