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 | $60,070 | $105,859-43.3% | $90,160-33.4% | $147,584-59.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.86% | 37.63%-25.8pp | 34.88%-23.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $9,420 | $4,126+128.3% | $3,318+183.9% | $4,876+93.2% |
| Participant deferral / active EE | $1,277 | $5,733-77.7% | $5,288-75.9% | $5,439-76.5% |
| Admin fee / account holder | $735 | $8,046-90.9% | $5,943-87.6% | $10,885-93.3% |