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 | $94,490 | $124,281-24.0% | $109,143-13.4% | $167,490-43.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 25.60% | 26.04%-0.4pp | 25.75%-0.1pp | 478.56%-453.0pp |
| Employer contribution / active EE | $4,287 | $4,207+1.9% | $3,722+15.2% | $4,837-11.4% |
| Participant deferral / active EE | $901 | $5,255-82.9% | $4,653-80.6% | $6,341-85.8% |
| Admin fee / account holder | $3,767 | $7,970-52.7% | $6,752-44.2% | $12,309-69.4% |