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 | $150,649 | $70,669+113.2% | $169,368-11.1% | $75,163+100.4% |
| Participation rate | 97.4% | 64.8%+32.6pp | 77.1%+20.3pp | 67.2%+30.2pp |
| Annual return | 29.13% | 36.36%-7.2pp | 405.60%-376.5pp | 160.62%-131.5pp |
| Employer contribution / active EE | $6,866 | $2,211+210.6% | $4,013+71.1% | $2,670+157.2% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,975 | $5,402-63.4% | $9,003-78.1% | $5,651-65.1% |