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 | $19,683 | $85,202-76.9% | $172,739-88.6% | $72,985-73.0% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 20.77% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,631 | $3,324-20.9% | $5,143-48.8% | $2,440+7.8% |
| Participant deferral / active EE | $896 | $3,260-72.5% | $5,198-82.8% | $3,607-75.2% |
| Admin fee / account holder | $1,311 | $5,884-77.7% | $13,954-90.6% | $5,124-74.4% |