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 | $197,855 | $135,635+45.9% | $110,238+79.5% | $135,375+46.2% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | 16.57% | 513.19%-496.6pp | 314.74%-298.2pp | 519.73%-503.2pp |
| Employer contribution / active EE | $5,769 | $4,906+17.6% | $3,826+50.8% | $4,779+20.7% |
| Participant deferral / active EE | $1,047 | $5,506-81.0% | $4,672-77.6% | $5,609-81.3% |
| Admin fee / account holder | $7,544 | $11,457-34.2% | $8,547-11.7% | $10,827-30.3% |