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 | $179,797 | $152,460+17.9% | $118,746+51.4% | $147,584+21.8% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.3%+14.0pp | 82.8%+9.5pp |
| Annual return | 11.39% | 17.41%-6.0pp | 24.54%-13.1pp | 578.55%-567.2pp |
| Employer contribution / active EE | $11,538 | $5,046+128.7% | $4,193+175.2% | $4,876+136.6% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,556 | $16,953-67.2% | $10,720-48.2% | $10,885-49.0% |