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 | $74,586 | $198,466-62.4% | $170,442-56.2% | $147,584-49.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.61% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $5,680 | $6,184-8.1% | $5,433+4.5% | $4,876+16.5% |
| Participant deferral / active EE | $823 | $5,629-85.4% | $4,939-83.3% | $5,439-84.9% |
| Admin fee / account holder | $1,456 | $16,852-91.4% | $13,880-89.5% | $10,885-86.6% |