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 | $119,355 | $118,919+0.4% | $88,538+34.8% | $152,861-21.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 13.48% | 47.92%-34.4pp | 43.64%-30.2pp | 345.32%-331.8pp |
| Employer contribution / active EE | $2,640 | $2,669-1.1% | $2,098+25.8% | $4,762-44.6% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,878 | $5,876-51.0% | $4,310-33.2% | $11,596-75.2% |