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 9-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 | $44,741 | $85,006-47.4% | $76,190-41.3% | $145,922-69.3% |
| Participation rate | 83.3% | 82.9%+0.5pp | 79.3%+4.1pp | 80.3%+3.1pp |
| Annual return | 13.86% | 13.11%+0.7pp | 13.78%+0.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,704 | $5,265-29.6% | $4,578-19.1% | $4,660-20.5% |
| Participant deferral / active EE | $0 | $6,392-100.0% | $5,474-100.0% | $6,688-100.0% |
| Admin fee / account holder | $446 | $5,760-92.3% | $5,123-91.3% | $13,397-96.7% |