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 | $125,323 | $78,672+59.3% | $109,143+14.8% | $85,850+46.0% |
| Participation rate | 93.4% | 68.3%+25.2pp | 75.9%+17.6pp | 69.3%+24.1pp |
| Annual return | 15.86% | 25.09%-9.2pp | 25.75%-9.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $23,822 | $2,735+771.1% | $3,722+540.0% | $2,565+828.7% |
| Participant deferral / active EE | $692 | $3,467-80.0% | $4,653-85.1% | $3,952-82.5% |
| Admin fee / account holder | $4,670 | $5,469-14.6% | $6,752-30.8% | $6,260-25.4% |