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 | $159,553 | $157,256+1.5% | $141,162+13.0% | $152,861+4.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.95% | 64.32%-46.4pp | 71.39%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $6,233 | $5,261+18.5% | $4,735+31.6% | $4,762+30.9% |
| Participant deferral / active EE | $367 | $7,109-94.8% | $6,709-94.5% | $5,850-93.7% |
| Admin fee / account holder | $25,686 | $12,120+111.9% | $10,261+150.3% | $11,596+121.5% |