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 | $46,151 | $73,933-37.6% | $96,683-52.3% | $75,163-38.6% |
| Participation rate | 98.6% | 66.4%+32.1pp | 74.3%+24.2pp | 67.2%+31.4pp |
| Annual return | 38.11% | 26.70%+11.4pp | 35.69%+2.4pp | 160.62%-122.5pp |
| Employer contribution / active EE | $3,803 | $2,928+29.9% | $3,737+1.8% | $2,670+42.5% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,022 | $5,216-61.2% | $6,730-69.9% | $5,651-64.2% |