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 | $109,321 | $113,339-3.5% | $94,993+15.1% | $147,584-25.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 8.19% | 20.77%-12.6pp | 27.12%-18.9pp | 578.55%-570.4pp |
| Employer contribution / active EE | $3,333 | $3,160+5.5% | $2,603+28.0% | $4,876-31.6% |
| Participant deferral / active EE | $408 | $3,777-89.2% | $3,317-87.7% | $5,439-92.5% |
| Admin fee / account holder | $7,736 | $6,063+27.6% | $4,960+56.0% | $10,885-28.9% |