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 | $85,630 | $53,516+60.0% | $126,539-32.3% | $84,808+1.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.87% | 58.34%-43.5pp | 425.95%-411.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,846 | $1,535+150.6% | $3,674+4.7% | $2,631+46.2% |
| Participant deferral / active EE | $501 | $2,671-81.2% | $4,083-87.7% | $4,212-88.1% |
| Admin fee / account holder | $13,371 | $4,497+197.4% | $6,065+120.5% | $7,344+82.1% |