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 | $200,121 | $126,574+58.1% | $106,213+88.4% | $145,922+37.1% |
| Participation rate | 85.0% | 77.6%+7.4pp | 75.3%+9.7pp | 80.3%+4.7pp |
| Annual return | 11.03% | 224.79%-213.8pp | 116.14%-105.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $14,738 | $3,730+295.1% | $3,171+364.7% | $4,660+216.3% |
| Participant deferral / active EE | $1,223 | $5,724-78.6% | $5,016-75.6% | $6,688-81.7% |
| Admin fee / account holder | $735 | $17,304-95.8% | $11,033-93.3% | $13,397-94.5% |