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 | $242,687 | $117,841+105.9% | $102,423+136.9% | $145,922+66.3% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 12.94% | 31.65%-18.7pp | 29.32%-16.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $13,958 | $3,615+286.2% | $3,023+361.7% | $4,660+199.6% |
| Participant deferral / active EE | $1,343 | $5,731-76.6% | $5,053-73.4% | $6,688-79.9% |
| Admin fee / account holder | $4,781 | $13,326-64.1% | $9,451-49.4% | $13,397-64.3% |