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 | $204,114 | $100,901+102.3% | $75,670+169.7% | $147,584+38.3% |
| Participation rate | 87.0% | 77.1%+9.8pp | 72.3%+14.6pp | 82.8%+4.1pp |
| Annual return | 18.95% | 35.78%-16.8pp | 27.34%-8.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $7,609 | $3,253+133.9% | $2,352+223.5% | $4,876+56.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,876 | $11,285-47.9% | $5,800+1.3% | $10,885-46.0% |