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 | $26,400 | $63,346-58.3% | $92,233-71.4% | $70,131-62.4% |
| Participation rate | 81.6% | 68.7%+13.0pp | 76.5%+5.2pp | 69.5%+12.1pp |
| Annual return | 18.37% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,279 | $2,471-7.8% | $3,679-38.1% | $2,342-2.7% |
| Participant deferral / active EE | $1,094 | $2,854-61.7% | $3,897-71.9% | $3,332-67.2% |
| Admin fee / account holder | $4,284 | $3,840+11.6% | $5,194-17.5% | $4,645-7.8% |