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 | $68,756 | $162,781-57.8% | $133,956-48.7% | $158,922-56.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 14.71% | 41.94%-27.2pp | 45.09%-30.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,541 | $4,975-69.0% | $3,919-60.7% | $4,761-67.6% |
| Participant deferral / active EE | $1,715 | $5,911-71.0% | $5,048-66.0% | $5,982-71.3% |
| Admin fee / account holder | $7,100 | $11,736-39.5% | $8,927-20.5% | $11,246-36.9% |