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 3-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 | $204,594 | $73,933+176.7% | $96,683+111.6% | $75,163+172.2% |
| Participation rate | 97.0% | 66.4%+30.6pp | 74.3%+22.7pp | 67.2%+29.8pp |
| Annual return | 61.72% | 26.70%+35.0pp | 35.69%+26.0pp | 160.62%-98.9pp |
| Employer contribution / active EE | $6,912 | $2,928+136.1% | $3,737+85.0% | $2,670+158.9% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,281 | $5,216-56.3% | $6,730-66.1% | $5,651-59.6% |