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 | $88,672+50.0% | $105,223+26.4% | $82,448+61.3% |
| Participation rate | 85.7% | 67.9%+17.8pp | 75.0%+10.7pp | 68.1%+17.6pp |
| Annual return | 16.74% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $10,785 | $3,048+253.8% | $3,689+192.4% | $2,551+322.8% |
| Participant deferral / active EE | $627 | $4,036-84.5% | $5,072-87.6% | $4,139-84.9% |
| Admin fee / account holder | $9,588 | $7,146+34.2% | $8,859+8.2% | $7,234+32.5% |