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 | $71,077 | $118,450-40.0% | $98,439-27.8% | $139,434-49.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.07% | 18.94%-4.9pp | 21.16%-7.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $22,926 | $3,609+535.2% | $3,048+652.1% | $4,751+382.6% |
| Participant deferral / active EE | $728 | $5,392-86.5% | $4,738-84.6% | $6,710-89.2% |
| Admin fee / account holder | $16,522 | $14,026+17.8% | $8,948+84.7% | $11,403+44.9% |