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 | $83,186 | $175,202-52.5% | $149,673-44.4% | $139,434-40.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 26.89% | 166.71%-139.8pp | 134.42%-107.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $12,129 | $5,474+121.6% | $4,818+151.8% | $4,751+155.3% |
| Participant deferral / active EE | $1,783 | $6,519-72.6% | $5,680-68.6% | $6,710-73.4% |
| Admin fee / account holder | $1,864 | $16,150-88.5% | $13,210-85.9% | $11,403-83.6% |