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 | $84,541 | $48,570+74.1% | $130,648-35.3% | $72,985+15.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 19.33% | 38.63%-19.3pp | 1708.96%-1689.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $2,598 | $1,334+94.8% | $4,092-36.5% | $2,440+6.5% |
| Participant deferral / active EE | $272 | $2,384-88.6% | $3,603-92.4% | $3,607-92.5% |
| Admin fee / account holder | $5,367 | $3,549+51.2% | $5,464-1.8% | $5,124+4.7% |