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 | $198,141 | $115,770+71.2% | $101,248+95.7% | $158,922+24.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.62% | 56.14%-48.5pp | 46.47%-38.9pp | 302.83%-295.2pp |
| Employer contribution / active EE | $22,170 | $4,175+431.1% | $3,660+505.8% | $4,761+365.6% |
| Participant deferral / active EE | $248 | $4,957-95.0% | $4,370-94.3% | $5,982-95.9% |
| Admin fee / account holder | $8,233 | $7,245+13.6% | $5,945+38.5% | $11,246-26.8% |