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 | $18,705 | $77,419-75.8% | $69,455-73.1% | $152,861-87.8% |
| Participation rate | 92.9% | 78.1%+14.8pp | 74.6%+18.2pp | 82.4%+10.4pp |
| Annual return | 18.89% | 39.06%-20.2pp | 28.97%-10.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,436 | $3,315+64.0% | $2,779+95.6% | $4,762+14.2% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,535-100.0% | $5,850-100.0% |
| Admin fee / account holder | $369 | $6,207-94.1% | $3,839-90.4% | $11,596-96.8% |