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 | $78,309 | $99,985-21.7% | $146,665-46.6% | $85,850-8.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.63% | 18.93%-2.3pp | 22.74%-6.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $6,201 | $2,559+142.4% | $4,136+49.9% | $2,565+141.7% |
| Participant deferral / active EE | $826 | $4,006-79.4% | $5,506-85.0% | $3,952-79.1% |
| Admin fee / account holder | $12,150 | $7,702+57.8% | $10,280+18.2% | $6,260+94.1% |