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 | $146,016 | $77,899+87.4% | $149,673-2.4% | $75,163+94.3% |
| Participation rate | 78.6% | 65.6%+13.0pp | 78.8%-0.2pp | 67.2%+11.4pp |
| Annual return | 43.64% | 31.72%+11.9pp | 134.42%-90.8pp | 160.62%-117.0pp |
| Employer contribution / active EE | $7,077 | $3,137+125.6% | $4,818+46.9% | $2,670+165.1% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $627 | $5,956-89.5% | $13,210-95.3% | $5,651-88.9% |