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 9-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 | $72,698 | $201,272-63.9% | $184,203-60.5% | $145,922-50.2% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 35.02% | 29.00%+6.0pp | 28.81%+6.2pp | 561.29%-526.3pp |
| Employer contribution / active EE | $12,260 | $7,022+74.6% | $6,427+90.8% | $4,660+163.1% |
| Participant deferral / active EE | $925 | $9,806-90.6% | $9,131-89.9% | $6,688-86.2% |
| Admin fee / account holder | $3,121 | $16,364-80.9% | $13,901-77.5% | $13,397-76.7% |