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 | $86,240 | $53,822+60.2% | $75,696+13.9% | $85,850+0.5% |
| Participation rate | 92.6% | 69.1%+23.5pp | 74.8%+17.8pp | 69.3%+23.3pp |
| Annual return | 18.56% | 24.54%-6.0pp | 104.53%-86.0pp | 318.53%-300.0pp |
| Employer contribution / active EE | $12,858 | $2,017+537.6% | $2,743+368.8% | $2,565+401.3% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,498 | $3,343+4.7% | $3,619-3.3% | $6,260-44.1% |