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 | $189,926 | $124,281+52.8% | $109,143+74.0% | $167,490+13.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 36.68% | 26.04%+10.6pp | 25.75%+10.9pp | 478.56%-441.9pp |
| Employer contribution / active EE | $5,708 | $4,207+35.7% | $3,722+53.4% | $4,837+18.0% |
| Participant deferral / active EE | $1,344 | $5,255-74.4% | $4,653-71.1% | $6,341-78.8% |
| Admin fee / account holder | $1,711 | $7,970-78.5% | $6,752-74.7% | $12,309-86.1% |