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 | $111,845 | $48,046+132.8% | $84,611+32.2% | $72,985+53.2% |
| Participation rate | 98.6% | 57.6%+41.0pp | 68.2%+30.4pp | 69.5%+29.1pp |
| Annual return | 32.58% | 37.38%-4.8pp | 258.74%-226.2pp | 81.00%-48.4pp |
| Employer contribution / active EE | $9,987 | $1,602+523.5% | $2,652+276.6% | $2,440+309.3% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,850 | $3,395-16.1% | $4,912-42.0% | $5,124-44.4% |