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 | $204,210 | $110,257+85.2% | $96,544+111.5% | $139,434+46.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 14.59% | 26.32%-11.7pp | 25.84%-11.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $7,329 | $3,620+102.5% | $2,965+147.2% | $4,751+54.3% |
| Participant deferral / active EE | $774 | $5,548-86.0% | $4,851-84.0% | $6,710-88.5% |
| Admin fee / account holder | $4,742 | $11,591-59.1% | $8,252-42.5% | $11,403-58.4% |