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 | $55,140 | $89,753-38.6% | $107,525-48.7% | $84,808-35.0% |
| Participation rate | 87.1% | 68.1%+19.0pp | 75.1%+12.0pp | 68.3%+18.8pp |
| Annual return | 18.24% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $10,739 | $3,113+244.9% | $3,754+186.1% | $2,631+308.2% |
| Participant deferral / active EE | $321 | $4,056-92.1% | $5,116-93.7% | $4,212-92.4% |
| Admin fee / account holder | $2,268 | $7,222-68.6% | $8,919-74.6% | $7,344-69.1% |