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 | $137,072 | $100,754+36.0% | $86,677+58.1% | $134,475+1.9% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -14.34% | 29.04%-43.4pp | 35.91%-50.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $22,951 | $3,489+557.8% | $2,836+709.2% | $4,740+384.2% |
| Participant deferral / active EE | $544 | $5,338-89.8% | $4,656-88.3% | $6,400-91.5% |
| Admin fee / account holder | $1,385 | $10,926-87.3% | $7,493-81.5% | $11,426-87.9% |