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 | $185,671 | $89,753+106.9% | $107,525+72.7% | $84,808+118.9% |
| Participation rate | 94.3% | 68.1%+26.2pp | 75.1%+19.2pp | 68.3%+26.0pp |
| Annual return | 15.05% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $21,609 | $3,113+594.1% | $3,754+475.7% | $2,631+721.3% |
| Participant deferral / active EE | $1,693 | $4,056-58.3% | $5,116-66.9% | $4,212-59.8% |
| Admin fee / account holder | $9,708 | $7,222+34.4% | $8,919+8.9% | $7,344+32.2% |