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 | $86,543 | $109,817-21.2% | $98,442-12.1% | $167,490-48.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.71% | 1956.69%-1945.0pp | 1492.73%-1481.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $4,328 | $3,224+34.2% | $2,960+46.2% | $4,837-10.5% |
| Participant deferral / active EE | $626 | $4,673-86.6% | $4,276-85.4% | $6,341-90.1% |
| Admin fee / account holder | $1,859 | $6,753-72.5% | $5,949-68.8% | $12,309-84.9% |