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 | $69,786 | $89,753-22.2% | $107,525-35.1% | $84,808-17.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.47% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $8,821 | $3,113+183.3% | $3,754+135.0% | $2,631+235.3% |
| Participant deferral / active EE | $457 | $4,056-88.7% | $5,116-91.1% | $4,212-89.1% |
| Admin fee / account holder | $12,178 | $7,222+68.6% | $8,919+36.5% | $7,344+65.8% |