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 | $207,951 | $58,927+252.9% | $76,817+170.7% | $72,985+184.9% |
| Participation rate | 96.8% | 67.3%+29.4pp | 72.1%+24.7pp | 69.5%+27.3pp |
| Annual return | 20.64% | 2305.64%-2285.0pp | 1166.11%-1145.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,141 | $1,787+187.7% | $2,302+123.3% | $2,440+110.7% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,516 | $4,013-37.3% | $6,420-60.8% | $5,124-50.9% |