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 | $218,583 | $171,164+27.7% | $127,761+71.1% | $152,861+43.0% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.0%+12.7pp | 82.4%+9.2pp |
| Annual return | 15.39% | 23.54%-8.1pp | 26.14%-10.8pp | 345.32%-329.9pp |
| Employer contribution / active EE | $12,500 | $5,447+129.5% | $4,574+173.3% | $4,762+162.5% |
| Participant deferral / active EE | $0 | $7,038-100.0% | $6,021-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,718 | $14,530-88.2% | $9,395-81.7% | $11,596-85.2% |