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 | $208,322 | $98,240+112.1% | $82,313+153.1% | $147,584+41.2% |
| Participation rate | 81.3% | 79.7%+1.5pp | 76.9%+4.4pp | 82.8%-1.6pp |
| Annual return | 15.11% | 30.85%-15.7pp | 25.88%-10.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $9,375 | $3,192+193.7% | $2,428+286.1% | $4,876+92.3% |
| Participant deferral / active EE | $1,067 | $4,383-75.7% | $3,706-71.2% | $5,439-80.4% |
| Admin fee / account holder | $18,946 | $8,563+121.3% | $5,608+237.9% | $10,885+74.1% |