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 | $197,188 | $100,773+95.7% | $88,946+121.7% | $142,382+38.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.51% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,000 | $2,918+71.4% | $2,555+95.7% | $4,299+16.3% |
| Participant deferral / active EE | $0 | $5,230-100.0% | $4,581-100.0% | $6,507-100.0% |
| Admin fee / account holder | $25,873 | $9,693+166.9% | $8,261+213.2% | $12,624+105.0% |