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 | $57,261 | $98,750-42.0% | $149,696-61.7% | $79,858-28.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.26% | 27.43%-4.2pp | 276.60%-253.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,560 | $3,216+10.7% | $4,644-23.4% | $2,471+44.1% |
| Participant deferral / active EE | $1,266 | $5,680-77.7% | $6,842-81.5% | $3,740-66.2% |
| Admin fee / account holder | $1,189 | $6,053-80.4% | $9,309-87.2% | $5,306-77.6% |