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 | $90,527 | $72,277+25.2% | $101,248-10.6% | $79,858+13.4% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.8%+20.6pp | 69.6%+26.8pp |
| Annual return | 11.15% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $10,070 | $2,692+274.1% | $3,660+175.2% | $2,471+307.6% |
| Participant deferral / active EE | $1,071 | $3,282-67.4% | $4,370-75.5% | $3,740-71.4% |
| Admin fee / account holder | $14,079 | $4,400+220.0% | $5,945+136.8% | $5,306+165.3% |