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 | $93,623 | $140,940-33.6% | $112,229-16.6% | $139,434-32.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.82% | 32.71%-20.9pp | 30.20%-18.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $7,464 | $4,283+74.3% | $3,430+117.6% | $4,751+57.1% |
| Participant deferral / active EE | $811 | $5,874-86.2% | $4,798-83.1% | $6,710-87.9% |
| Admin fee / account holder | $4,376 | $9,954-56.0% | $7,748-43.5% | $11,403-61.6% |