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 4-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 | $22,491 | $73,933-69.6% | $96,683-76.7% | $75,163-70.1% |
| Participation rate | 95.8% | 66.4%+29.4pp | 74.3%+21.4pp | 67.2%+28.6pp |
| Annual return | 32.09% | 26.70%+5.4pp | 35.69%-3.6pp | 160.62%-128.5pp |
| Employer contribution / active EE | $15,340 | $2,928+424.0% | $3,737+310.5% | $2,670+474.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $720 | $5,216-86.2% | $6,730-89.3% | $5,651-87.3% |