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 | $160,230 | $89,355+79.3% | $141,162+13.5% | $72,985+119.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.83% | 111.85%-87.0pp | 71.39%-46.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,954 | $3,114+27.0% | $4,735-16.5% | $2,440+62.0% |
| Participant deferral / active EE | $913 | $5,418-83.1% | $6,709-86.4% | $3,607-74.7% |
| Admin fee / account holder | $2,898 | $5,958-51.4% | $10,261-71.8% | $5,124-43.5% |