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 | $112,728 | $144,119-21.8% | $117,854-4.4% | $147,584-23.6% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 10.82% | 531.15%-520.3pp | 335.08%-324.3pp | 578.55%-567.7pp |
| Employer contribution / active EE | $5,708 | $4,896+16.6% | $3,786+50.8% | $4,876+17.1% |
| Participant deferral / active EE | $1,472 | $5,316-72.3% | $4,482-67.2% | $5,439-72.9% |
| Admin fee / account holder | $8,213 | $10,886-24.5% | $8,020+2.4% | $10,885-24.5% |