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 | $229,786 | $107,334+114.1% | $92,893+147.4% | $152,861+50.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.30% | 145.58%-132.3pp | 109.41%-96.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $4,545 | $4,221+7.7% | $3,653+24.4% | $4,762-4.6% |
| Participant deferral / active EE | $549 | $4,845-88.7% | $4,236-87.1% | $5,850-90.6% |
| Admin fee / account holder | $2,848 | $7,079-59.8% | $5,794-50.8% | $11,596-75.4% |