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 | $41,383 | $185,822-77.7% | $169,993-75.7% | $139,434-70.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.43% | 60.50%-38.1pp | 53.37%-30.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,093 | $7,590-72.4% | $6,785-69.1% | $4,751-55.9% |
| Participant deferral / active EE | $777 | $11,622-93.3% | $10,408-92.5% | $6,710-88.4% |
| Admin fee / account holder | $413 | $15,381-97.3% | $12,815-96.8% | $11,403-96.4% |