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 | $131,711 | $178,174-26.1% | $156,181-15.7% | $137,256-4.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.86% | 84.19%-73.3pp | 64.87%-54.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,889 | $4,972-62.0% | $4,294-56.0% | $4,156-54.5% |
| Participant deferral / active EE | $1,913 | $6,888-72.2% | $6,132-68.8% | $6,407-70.1% |
| Admin fee / account holder | $18,779 | $17,404+7.9% | $14,586+28.7% | $12,270+53.0% |