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 | $74,500 | $85,202-12.6% | $172,739-56.9% | $72,985+2.1% |
| Participation rate | 81.4% | 70.1%+11.3pp | 82.6%-1.3pp | 69.5%+11.9pp |
| Annual return | 20.29% | 27.32%-7.0pp | 802.84%-782.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,392 | $3,324+2.0% | $5,143-34.0% | $2,440+39.0% |
| Participant deferral / active EE | $72 | $3,260-97.8% | $5,198-98.6% | $3,607-98.0% |
| Admin fee / account holder | $1,334 | $5,884-77.3% | $13,954-90.4% | $5,124-74.0% |