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 6-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 | $71,209 | $180,749-60.6% | $160,784-55.7% | $137,256-48.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.50% | 2234.46%-2219.0pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $11,430 | $4,155+175.1% | $3,733+206.2% | $4,156+175.0% |
| Participant deferral / active EE | $979 | $6,844-85.7% | $6,293-84.4% | $6,407-84.7% |
| Admin fee / account holder | $3,966 | $10,397-61.9% | $9,717-59.2% | $12,270-67.7% |