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 | $246,205 | $117,983+108.7% | $101,794+141.9% | $142,382+72.9% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 18.18% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,553 | $2,773-7.9% | $2,289+11.5% | $4,299-40.6% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $6,341 | $10,433-39.2% | $8,777-27.8% | $12,624-49.8% |