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 | $95,124 | $70,428+35.1% | $96,562-1.5% | $85,850+10.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.49% | 18.59%-5.1pp | 37.78%-24.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,183 | $1,413+125.3% | $2,356+35.1% | $2,565+24.1% |
| Participant deferral / active EE | $694 | $2,894-76.0% | $3,849-82.0% | $3,952-82.4% |
| Admin fee / account holder | $11,568 | $4,997+131.5% | $6,181+87.2% | $6,260+84.8% |