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 | $235,299 | $111,535+111.0% | $105,223+123.6% | $137,256+71.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.53% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,028 | $3,939-23.1% | $3,689-17.9% | $4,156-27.1% |
| Participant deferral / active EE | $446 | $5,500-91.9% | $5,072-91.2% | $6,407-93.0% |
| Admin fee / account holder | $11,900 | $9,721+22.4% | $8,859+34.3% | $12,270-3.0% |