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 5-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 | $202,610 | $154,117+31.5% | $129,995+55.9% | $139,434+45.3% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 14.21% | 32.48%-18.3pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $5,683 | $5,289+7.5% | $4,320+31.6% | $4,751+19.6% |
| Participant deferral / active EE | $1,300 | $6,710-80.6% | $5,820-77.7% | $6,710-80.6% |
| Admin fee / account holder | $23,732 | $14,007+69.4% | $10,614+123.6% | $11,403+108.1% |