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 | $133,014 | $89,753+48.2% | $107,525+23.7% | $84,808+56.8% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 16.74% | 29.48%-12.7pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $10,785 | $3,113+246.4% | $3,754+187.3% | $2,631+309.9% |
| Participant deferral / active EE | $627 | $4,056-84.6% | $5,116-87.8% | $4,212-85.1% |
| Admin fee / account holder | $9,588 | $7,222+32.8% | $8,919+7.5% | $7,344+30.6% |