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 | $45,067 | $43,075+4.6% | $74,583-39.6% | $62,891-28.3% |
| Participation rate | 98.6% | 58.1%+40.5pp | 68.1%+30.4pp | 69.3%+29.2pp |
| Annual return | 24.08% | 17.50%+6.6pp | 20.47%+3.6pp | 20.14%+3.9pp |
| Employer contribution / active EE | $10,136 | $1,498+576.8% | $2,525+301.4% | $2,281+344.4% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,313 | $2,840+16.7% | $4,138-19.9% | $4,296-22.9% |