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 | $22,426 | $84,233-73.4% | $170,442-86.8% | $70,131-68.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.04% | 23.06%-10.0pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $5,892 | $3,387+73.9% | $5,433+8.4% | $2,342+151.5% |
| Participant deferral / active EE | $708 | $3,086-77.1% | $4,939-85.7% | $3,332-78.8% |
| Admin fee / account holder | $2,491 | $5,698-56.3% | $13,880-82.1% | $4,645-46.4% |