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 | $155,713 | $96,484+61.4% | $75,886+105.2% | $152,861+1.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 20.15% | 33.98%-13.8pp | 30.76%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $4,891 | $3,309+47.8% | $2,500+95.6% | $4,762+2.7% |
| Participant deferral / active EE | $1,071 | $4,553-76.5% | $3,603-70.3% | $5,850-81.7% |
| Admin fee / account holder | $11,739 | $8,078+45.3% | $5,418+116.7% | $11,596+1.2% |