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 | $178,150 | $135,952+31.0% | $123,892+43.8% | $273,961-35.0% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 11.08% | 56.63%-45.5pp | 47.52%-36.4pp | 41.45%-30.4pp |
| Employer contribution / active EE | $15,191 | $5,170+193.9% | $4,617+229.0% | $4,869+212.0% |
| Participant deferral / active EE | $1,809 | $6,343-71.5% | $5,984-69.8% | $5,287-65.8% |
| Admin fee / account holder | $12,557 | $9,817+27.9% | $8,357+50.3% | $10,132+23.9% |