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 | $217,966 | $149,734+45.6% | $118,925+83.3% | $158,922+37.2% |
| Participation rate | 87.0% | 82.1%+4.9pp | 75.4%+11.6pp | 82.0%+5.0pp |
| Annual return | 13.49% | 19.95%-6.5pp | 35.88%-22.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $15,025 | $4,115+265.1% | $3,263+360.5% | $4,761+215.6% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,072 | $8,603-64.3% | $6,581-53.3% | $11,246-72.7% |