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 | $151,866 | $117,841+28.9% | $102,423+48.3% | $145,922+4.1% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 17.84% | 31.65%-13.8pp | 29.32%-11.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,263 | $3,615-65.0% | $3,023-58.2% | $4,660-72.9% |
| Participant deferral / active EE | $1,446 | $5,731-74.8% | $5,053-71.4% | $6,688-78.4% |
| Admin fee / account holder | $2,306 | $13,326-82.7% | $9,451-75.6% | $13,397-82.8% |