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 | $136,956 | $197,591-30.7% | $177,821-23.0% | $158,922-13.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.00% | 58.76%-45.8pp | 48.32%-35.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,497 | $6,697-77.6% | $5,918-74.7% | $4,761-68.6% |
| Participant deferral / active EE | $1,695 | $8,405-79.8% | $7,714-78.0% | $5,982-71.7% |
| Admin fee / account holder | $46,770 | $15,399+203.7% | $12,427+276.3% | $11,246+315.9% |