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 5-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 | $44,792 | $180,749-75.2% | $160,784-72.1% | $137,256-67.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.76% | 2234.46%-2218.7pp | 1803.92%-1788.2pp | 220.34%-204.6pp |
| Employer contribution / active EE | $8,333 | $4,155+100.6% | $3,733+123.2% | $4,156+100.5% |
| Participant deferral / active EE | $958 | $6,844-86.0% | $6,293-84.8% | $6,407-85.0% |
| Admin fee / account holder | $369 | $10,397-96.5% | $9,717-96.2% | $12,270-97.0% |