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 | $134,437 | $124,319+8.1% | $111,297+20.8% | $167,490-19.7% |
| Participation rate | 78.6% | 79.6%-1.0pp | 77.3%+1.3pp | 82.1%-3.5pp |
| Annual return | 15.10% | 37.44%-22.3pp | 54.65%-39.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $14,286 | $3,435+315.8% | $2,731+423.1% | $4,837+195.3% |
| Participant deferral / active EE | $469 | $5,180-90.9% | $4,487-89.5% | $6,341-92.6% |
| Admin fee / account holder | $502 | $10,618-95.3% | $7,964-93.7% | $12,309-95.9% |