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 | $137,258 | $114,381+20.0% | $107,525+27.7% | $142,382-3.6% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 12.59% | 242.71%-230.1pp | 181.32%-168.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $12,015 | $4,015+199.3% | $3,754+220.1% | $4,299+179.5% |
| Participant deferral / active EE | $648 | $5,564-88.4% | $5,116-87.3% | $6,507-90.0% |
| Admin fee / account holder | $27,370 | $9,860+177.6% | $8,919+206.9% | $12,624+116.8% |