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 | $236,642 | $124,319+90.4% | $111,297+112.6% | $167,490+41.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 28.08% | 37.44%-9.4pp | 54.65%-26.6pp | 478.56%-450.5pp |
| Employer contribution / active EE | $3,636 | $3,435+5.9% | $2,731+33.1% | $4,837-24.8% |
| Participant deferral / active EE | $895 | $5,180-82.7% | $4,487-80.1% | $6,341-85.9% |
| Admin fee / account holder | $13,464 | $10,618+26.8% | $7,964+69.1% | $12,309+9.4% |