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 | $151,664 | $179,726-15.6% | $156,263-2.9% | $142,382+6.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.45% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,224 | $5,069-16.7% | $4,333-2.5% | $4,299-1.8% |
| Participant deferral / active EE | $1,087 | $6,956-84.4% | $6,158-82.3% | $6,507-83.3% |
| Admin fee / account holder | $566 | $17,272-96.7% | $14,255-96.0% | $12,624-95.5% |