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 6-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 | $162,190 | $185,822-12.7% | $169,993-4.6% | $139,434+16.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.83% | 60.50%-42.7pp | 53.37%-35.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,187 | $7,590-71.2% | $6,785-67.8% | $4,751-54.0% |
| Participant deferral / active EE | $1,420 | $11,622-87.8% | $10,408-86.4% | $6,710-78.8% |
| Admin fee / account holder | $765 | $15,381-95.0% | $12,815-94.0% | $11,403-93.3% |