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 | $67,200 | $73,933-9.1% | $96,683-30.5% | $75,163-10.6% |
| Participation rate | 94.7% | 66.4%+28.3pp | 74.3%+20.4pp | 67.2%+27.5pp |
| Annual return | 18.64% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $19,308 | $2,928+559.5% | $3,737+416.7% | $2,670+623.2% |
| Participant deferral / active EE | $1,423 | $3,659-61.1% | $4,878-70.8% | $4,125-65.5% |
| Admin fee / account holder | $7,054 | $5,216+35.2% | $6,730+4.8% | $5,651+24.8% |