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 | $158,964 | $71,050+123.7% | $93,606+69.8% | $80,856+96.6% |
| Participation rate | 96.2% | 60.4%+35.7pp | 68.7%+27.4pp | 67.6%+28.5pp |
| Annual return | 31.57% | 11.26%+20.3pp | 133.20%-101.6pp | 35.59%-4.0pp |
| Employer contribution / active EE | $942 | $1,564-39.8% | $2,420-61.1% | $2,755-65.8% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $21,626 | $6,945+211.4% | $8,285+161.0% | $6,918+212.6% |