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 | $93,024 | $65,041+43.0% | $90,951+2.3% | $79,858+16.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 19.83% | 30.45%-10.6pp | 134.60%-114.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,658 | $1,247+113.1% | $2,122+25.3% | $2,471+7.6% |
| Participant deferral / active EE | $548 | $2,512-78.2% | $3,373-83.8% | $3,740-85.4% |
| Admin fee / account holder | $8,693 | $4,536+91.6% | $5,959+45.9% | $5,306+63.8% |