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 | $212,906 | $118,680+79.4% | $98,907+115.3% | $158,922+34.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 11.34% | 372.35%-361.0pp | 196.43%-185.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $894 | $3,333-73.2% | $2,689-66.8% | $4,761-81.2% |
| Participant deferral / active EE | $1,068 | $5,088-79.0% | $4,244-74.8% | $5,982-82.1% |
| Admin fee / account holder | $14,716 | $10,131+45.3% | $6,642+121.6% | $11,246+30.9% |