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 | $126,919 | $67,823+87.1% | $52,425+142.1% | $137,256-7.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.65% | 219.11%-204.5pp | 302.12%-287.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $9,618 | $1,163+727.0% | $914+952.1% | $4,156+131.4% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,347 | $2,844-52.7% | $2,495-46.0% | $12,270-89.0% |