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 5-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 | $72,589 | $179,726-59.6% | $156,263-53.5% | $142,382-49.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.41% | 77.86%-62.4pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,853 | $5,069-63.5% | $4,333-57.2% | $4,299-56.9% |
| Participant deferral / active EE | $855 | $6,956-87.7% | $6,158-86.1% | $6,507-86.9% |
| Admin fee / account holder | $472 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |