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 | $228,813 | $159,602+43.4% | $150,045+52.5% | $142,382+60.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.70% | 70.24%-57.5pp | 62.55%-49.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,750 | $4,961-24.4% | $4,693-20.1% | $4,299-12.8% |
| Participant deferral / active EE | $1,196 | $8,310-85.6% | $7,997-85.0% | $6,507-81.6% |
| Admin fee / account holder | $655 | $14,846-95.6% | $13,435-95.1% | $12,624-94.8% |