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 | $101,302 | $101,724-0.4% | $164,813-38.5% | $80,856+25.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 19.92% | 16.72%+3.2pp | 69.93%-50.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $5,593 | $2,953+89.4% | $4,341+28.8% | $2,755+103.0% |
| Participant deferral / active EE | $1,343 | $4,477-70.0% | $6,031-77.7% | $4,296-68.7% |
| Admin fee / account holder | $13,912 | $8,227+69.1% | $12,690+9.6% | $6,918+101.1% |