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 | $42,514 | $127,386-66.6% | $115,037-63.0% | $125,391-66.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.10% | 31.28%-33.4pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $4,166 | $5,166-19.4% | $4,608-9.6% | $4,866-14.4% |
| Participant deferral / active EE | $485 | $6,423-92.4% | $6,026-91.9% | $5,352-90.9% |
| Admin fee / account holder | $454 | $9,516-95.2% | $8,175-94.4% | $9,540-95.2% |