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 | $142,577 | $157,256-9.3% | $141,162+1.0% | $152,861-6.7% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.4%-4.2pp |
| Annual return | 19.82% | 64.32%-44.5pp | 71.39%-51.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $10,795 | $5,261+105.2% | $4,735+128.0% | $4,762+126.7% |
| Participant deferral / active EE | $486 | $7,109-93.2% | $6,709-92.8% | $5,850-91.7% |
| Admin fee / account holder | $41,730 | $12,120+244.3% | $10,261+306.7% | $11,596+259.8% |