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 | $101,361 | $133,922-24.3% | $116,228-12.8% | $142,382-28.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.99% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,261 | $3,446-63.4% | $2,994-57.9% | $4,299-70.7% |
| Participant deferral / active EE | $1,587 | $5,672-72.0% | $4,953-68.0% | $6,507-75.6% |
| Admin fee / account holder | $4,524 | $14,945-69.7% | $11,989-62.3% | $12,624-64.2% |