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 | $52,808 | $232,540-77.3% | $185,117-71.5% | $147,584-64.2% |
| Participation rate | 79.2% | 82.4%-3.2pp | 77.3%+1.9pp | 82.8%-3.7pp |
| Annual return | 9.53% | 43.03%-33.5pp | 40.50%-31.0pp | 578.55%-569.0pp |
| Employer contribution / active EE | $5,873 | $5,195+13.1% | $4,182+40.5% | $4,876+20.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,498 | $10,275-85.4% | $8,159-81.6% | $10,885-86.2% |