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 | $88,679 | $56,897+55.9% | $84,750+4.6% | $62,891+41.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 59.13% | 6.30%+52.8pp | 22.78%+36.3pp | 20.14%+39.0pp |
| Employer contribution / active EE | $16,126 | $2,400+572.0% | $3,574+351.2% | $2,281+607.0% |
| Participant deferral / active EE | $1,056 | $2,709-61.0% | $3,712-71.6% | $3,203-67.0% |
| Admin fee / account holder | $2,692 | $3,581-24.8% | $5,332-49.5% | $4,296-37.3% |