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 | $90,242 | $84,696+6.5% | $75,696+19.2% | $167,490-46.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 12.42% | 199.36%-186.9pp | 104.53%-92.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,940 | $3,230+22.0% | $2,743+43.6% | $4,837-18.6% |
| Participant deferral / active EE | $686 | $4,580-85.0% | $3,821-82.0% | $6,341-89.2% |
| Admin fee / account holder | $5,073 | $5,355-5.3% | $3,619+40.2% | $12,309-58.8% |