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 | $63,140+18.5% | $304,612-75.4% | $116,462-35.7% |
| Participation rate | 83.3% | 70.4%+13.0pp | 81.9%+1.4pp | 74.7%+8.6pp |
| Annual return | 17.39% | 15.04%+2.4pp | 329.91%-312.5pp | 15.65%+1.7pp |
| Employer contribution / active EE | $4,812 | $2,385+101.8% | $7,476-35.6% | $3,231+48.9% |
| Participant deferral / active EE | $0 | $2,741-100.0% | $5,388-100.0% | $3,836-100.0% |
| Admin fee / account holder | $11,616 | $7,583+53.2% | $12,962-10.4% | $12,754-8.9% |