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 | $94,430 | $77,813+21.4% | $123,544-23.6% | $64,186+47.1% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | 28.45% | 12.48%+16.0pp | 119.20%-90.7pp | 7.63%+20.8pp |
| Employer contribution / active EE | $4,384 | $3,014+45.5% | $4,628-5.3% | $2,381+84.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,438 | $5,519-73.9% | $9,284-84.5% | $4,888-70.6% |