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 | $124,425+83.5% | $112,040+103.8% | $137,256+66.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.68% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $8,668 | $3,411+154.1% | $2,954+193.4% | $4,156+108.6% |
| Participant deferral / active EE | $1,690 | $5,718-70.4% | $5,098-66.8% | $6,407-73.6% |
| Admin fee / account holder | $3,857 | $15,207-74.6% | $12,098-68.1% | $12,270-68.6% |