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 | $171,043 | $198,466-13.8% | $170,442+0.4% | $147,584+15.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.86% | 257.29%-237.4pp | 205.93%-186.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,228 | $6,184-64.0% | $5,433-59.0% | $4,876-54.3% |
| Participant deferral / active EE | $1,823 | $5,629-67.6% | $4,939-63.1% | $5,439-66.5% |
| Admin fee / account holder | $8,341 | $16,852-50.5% | $13,880-39.9% | $10,885-23.4% |