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 | $145,184 | $157,256-7.7% | $141,162+2.8% | $152,861-5.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.93% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,687 | $5,261-67.9% | $4,735-64.4% | $4,762-64.6% |
| Participant deferral / active EE | $2,102 | $7,109-70.4% | $6,709-68.7% | $5,850-64.1% |
| Admin fee / account holder | $18,089 | $12,120+49.2% | $10,261+76.3% | $11,596+56.0% |