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 | $135,735 | $171,164-20.7% | $127,761+6.2% | $152,861-11.2% |
| Participation rate | 76.2% | 83.4%-7.2pp | 79.0%-2.8pp | 82.4%-6.3pp |
| Annual return | 17.74% | 23.54%-5.8pp | 26.14%-8.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,089 | $7,038-84.5% | $6,021-81.9% | $5,850-81.4% |
| Admin fee / account holder | $14,347 | $14,530-1.3% | $9,395+52.7% | $11,596+23.7% |