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 | $28,599 | $79,449-64.0% | $189,557-84.9% | $85,850-66.7% |
| Participation rate | 93.3% | 66.0%+27.3pp | 78.4%+14.9pp | 69.3%+24.0pp |
| Annual return | 14.22% | 18.45%-4.2pp | 64.17%-50.0pp | 318.53%-304.3pp |
| Employer contribution / active EE | $6,635 | $2,081+218.9% | $4,412+50.4% | $2,565+158.7% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,947 | $5,377-26.6% | $9,807-59.8% | $6,260-37.0% |