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 | $228,344 | $127,065+79.7% | $113,168+101.8% | $142,382+60.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.68% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $8,668 | $3,442+151.8% | $2,975+191.3% | $4,299+101.6% |
| Participant deferral / active EE | $1,690 | $5,716-70.4% | $5,107-66.9% | $6,507-74.0% |
| Admin fee / account holder | $3,857 | $15,736-75.5% | $12,068-68.0% | $12,624-69.4% |