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 | $174,359 | $98,750+76.6% | $149,696+16.5% | $79,858+118.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.06% | 27.43%-10.4pp | 276.60%-259.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $4,104 | $3,216+27.6% | $4,644-11.6% | $2,471+66.1% |
| Participant deferral / active EE | $2,323 | $5,680-59.1% | $6,842-66.1% | $3,740-37.9% |
| Admin fee / account holder | $11,029 | $6,053+82.2% | $9,309+18.5% | $5,306+107.8% |