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 | $43,597 | $107,334-59.4% | $92,893-53.1% | $152,861-71.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 17.25% | 145.58%-128.3pp | 109.41%-92.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $17,256 | $4,221+308.8% | $3,653+372.4% | $4,762+262.3% |
| Participant deferral / active EE | $531 | $4,845-89.0% | $4,236-87.5% | $5,850-90.9% |
| Admin fee / account holder | $3,596 | $7,079-49.2% | $5,794-37.9% | $11,596-69.0% |