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 | $97,756 | $165,335-40.9% | $149,696-34.7% | $158,922-38.5% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 12.13% | 348.15%-336.0pp | 276.60%-264.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,947 | $5,103-22.6% | $4,644-15.0% | $4,761-17.1% |
| Participant deferral / active EE | $1,671 | $7,181-76.7% | $6,842-75.6% | $5,982-72.1% |
| Admin fee / account holder | $4,656 | $10,807-56.9% | $9,309-50.0% | $11,246-58.6% |