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 | $75,841 | $177,572-57.3% | $154,803-51.0% | $142,382-46.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 72.79% | 65.07%+7.7pp | 58.88%+13.9pp | 217.08%-144.3pp |
| Employer contribution / active EE | $4,278 | $4,810-11.1% | $4,305-0.6% | $4,299-0.5% |
| Participant deferral / active EE | $1,394 | $6,272-77.8% | $5,540-74.8% | $6,507-78.6% |
| Admin fee / account holder | $15,547 | $16,786-7.4% | $14,329+8.5% | $12,624+23.2% |