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 | $169,894 | $165,335+2.8% | $149,696+13.5% | $158,922+6.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.64% | 348.15%-323.5pp | 276.60%-252.0pp | 302.83%-278.2pp |
| Employer contribution / active EE | $7,664 | $5,103+50.2% | $4,644+65.0% | $4,761+61.0% |
| Participant deferral / active EE | $1,433 | $7,181-80.0% | $6,842-79.1% | $5,982-76.1% |
| Admin fee / account holder | $44,089 | $10,807+308.0% | $9,309+373.6% | $11,246+292.1% |