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 | $126,351 | $124,881+1.2% | $209,409-39.7% | $116,875+8.1% |
| Participation rate | 94.1% | 75.8%+18.4pp | 80.4%+13.8pp | 74.5%+19.6pp |
| Annual return | 31.09% | 14.56%+16.5pp | 159.49%-128.4pp | 16.29%+14.8pp |
| Employer contribution / active EE | $3,676 | $2,588+42.1% | $5,035-27.0% | $3,288+11.8% |
| Participant deferral / active EE | $0 | $3,793-100.0% | $4,230-100.0% | $3,885-100.0% |
| Admin fee / account holder | $16,529 | $12,933+27.8% | $16,474+0.3% | $12,263+34.8% |