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 8-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 | $181,540 | $172,111+5.5% | $150,298+20.8% | $137,256+32.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.03% | 69.37%-45.3pp | 62.79%-38.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $13,681 | $4,636+195.1% | $4,154+229.3% | $4,156+229.2% |
| Participant deferral / active EE | $771 | $6,166-87.5% | $5,453-85.9% | $6,407-88.0% |
| Admin fee / account holder | $456 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |