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 | $142,307 | $180,028-21.0% | $138,135+3.0% | $158,922-10.5% |
| Participation rate | 85.0% | 82.2%+2.8pp | 78.7%+6.3pp | 82.0%+3.0pp |
| Annual return | 10.80% | 21.68%-10.9pp | 20.51%-9.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,075 | $7,717-86.1% | $6,431-83.3% | $5,982-82.0% |
| Admin fee / account holder | $2,258 | $17,912-87.4% | $11,856-81.0% | $11,246-79.9% |