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 | $157,652 | $185,822-15.2% | $169,993-7.3% | $139,434+13.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 15.10% | 60.50%-45.4pp | 53.37%-38.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $7,096 | $7,590-6.5% | $6,785+4.6% | $4,751+49.4% |
| Participant deferral / active EE | $2,425 | $11,622-79.1% | $10,408-76.7% | $6,710-63.9% |
| Admin fee / account holder | $5,382 | $15,381-65.0% | $12,815-58.0% | $11,403-52.8% |