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 | $78,282 | $98,750-20.7% | $149,696-47.7% | $79,858-2.0% |
| Participation rate | 91.2% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.6pp |
| Annual return | 30.39% | 27.43%+3.0pp | 276.60%-246.2pp | 31.71%-1.3pp |
| Employer contribution / active EE | $7,820 | $3,216+143.1% | $4,644+68.4% | $2,471+216.5% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,147 | $6,053-15.0% | $9,309-44.7% | $5,306-3.0% |