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 | $87,668 | $197,591-55.6% | $177,821-50.7% | $158,922-44.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.96% | 58.76%-46.8pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $8,154 | $6,697+21.8% | $5,918+37.8% | $4,761+71.3% |
| Participant deferral / active EE | $2,275 | $8,405-72.9% | $7,714-70.5% | $5,982-62.0% |
| Admin fee / account holder | $10,557 | $15,399-31.4% | $12,427-15.1% | $11,246-6.1% |