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 | $212,046 | $297,529-28.7% | $246,525-14.0% | $357,791-40.7% |
| Participation rate | 81.3% | 86.5%-5.3pp | 82.0%-0.7pp | 85.6%-4.3pp |
| Annual return | 11.08% | -2.25%+13.3pp | 0.46%+10.6pp | 396.79%-385.7pp |
| Employer contribution / active EE | $15,625 | $8,709+79.4% | $7,467+109.3% | $7,508+108.1% |
| Participant deferral / active EE | $0 | $6,076-100.0% | $5,422-100.0% | $5,521-100.0% |
| Admin fee / account holder | $2,320 | $16,212-85.7% | $16,551-86.0% | $28,387-91.8% |