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 | $84,920 | $148,534-42.8% | $135,903-37.5% | $139,434-39.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.31% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,950 | $5,243-62.8% | $4,856-59.8% | $4,751-59.0% |
| Participant deferral / active EE | $2,487 | $8,100-69.3% | $7,758-67.9% | $6,710-62.9% |
| Admin fee / account holder | $655 | $12,400-94.7% | $10,762-93.9% | $11,403-94.3% |