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 | $74,830 | $78,103-4.2% | $289,028-74.1% | $116,875-36.0% |
| Participation rate | 83.3% | 69.5%+13.8pp | 78.0%+5.4pp | 74.5%+8.8pp |
| Annual return | 17.39% | 15.26%+2.1pp | 243.94%-226.5pp | 16.29%+1.1pp |
| Employer contribution / active EE | $4,812 | $2,718+77.1% | $6,326-23.9% | $3,288+46.4% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $4,804-100.0% | $3,885-100.0% |
| Admin fee / account holder | $11,616 | $8,683+33.8% | $14,050-17.3% | $12,263-5.3% |