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 | $49,637 | $56,053-11.4% | $75,972-34.7% | $80,856-38.6% |
| Participation rate | 94.0% | 62.0%+32.0pp | 69.1%+24.9pp | 67.6%+26.4pp |
| Annual return | 10.71% | 20.53%-9.8pp | 359.55%-348.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $6,883 | $1,874+267.3% | $2,685+156.4% | $2,755+149.9% |
| Participant deferral / active EE | $177 | $3,052-94.2% | $4,255-95.8% | $4,296-95.9% |
| Admin fee / account holder | $4,416 | $5,234-15.6% | $6,467-31.7% | $6,918-36.2% |