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 | $147,340 | $54,229+171.7% | $70,092+110.2% | $68,494+115.1% |
| Participation rate | 97.1% | 64.5%+32.6pp | 70.5%+26.6pp | 67.9%+29.2pp |
| Annual return | 43.62% | -13.87%+57.5pp | 190.73%-147.1pp | -7.84%+51.5pp |
| Employer contribution / active EE | $25,693 | $2,018+1173.1% | $2,559+904.1% | $2,596+889.6% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $559 | $4,694-88.1% | $6,267-91.1% | $5,403-89.7% |