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 | $155,039 | $59,101+162.3% | $77,163+100.9% | $75,163+106.3% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.6%+28.0pp | 67.2%+30.4pp |
| Annual return | 15.96% | 26.71%-10.8pp | 37.87%-21.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $9,560 | $1,995+379.1% | $2,535+277.1% | $2,670+258.1% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,477 | $4,774-69.1% | $5,472-73.0% | $5,651-73.9% |