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 | $143,113 | $106,515+34.4% | $96,683+48.0% | $139,434+2.6% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.3%+2.9pp | 80.3%-3.0pp |
| Annual return | 15.56% | 38.43%-22.9pp | 35.69%-20.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $16,085 | $4,103+292.1% | $3,737+330.5% | $4,751+238.6% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $55,851 | $7,877+609.1% | $6,730+729.9% | $11,403+389.8% |