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 | $26,407 | $94,338-72.0% | $100,534-73.7% | $142,382-81.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 18.82% | 29.20%-10.4pp | 32.66%-13.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,287 | $4,237+1.2% | $4,346-1.4% | $4,299-0.3% |
| Participant deferral / active EE | $102 | $5,934-98.3% | $6,144-98.3% | $6,507-98.4% |
| Admin fee / account holder | $1,476 | $8,421-82.5% | $7,654-80.7% | $12,624-88.3% |