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 | $167,544 | $162,781+2.9% | $133,956+25.1% | $158,922+5.4% |
| Participation rate | 93.8% | 83.2%+10.5pp | 79.8%+13.9pp | 82.0%+11.8pp |
| Annual return | 19.47% | 41.94%-22.5pp | 45.09%-25.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,125 | $4,975-37.2% | $3,919-20.3% | $4,761-34.4% |
| Participant deferral / active EE | $586 | $5,911-90.1% | $5,048-88.4% | $5,982-90.2% |
| Admin fee / account holder | $1,223 | $11,736-89.6% | $8,927-86.3% | $11,246-89.1% |