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 | $191,601 | $152,460+25.7% | $118,746+61.4% | $147,584+29.8% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.3%+12.6pp | 82.8%+8.1pp |
| Annual return | 11.79% | 17.41%-5.6pp | 24.54%-12.7pp | 578.55%-566.8pp |
| Employer contribution / active EE | $5,553 | $5,046+10.0% | $4,193+32.4% | $4,876+13.9% |
| Participant deferral / active EE | $445 | $6,212-92.8% | $5,332-91.7% | $5,439-91.8% |
| Admin fee / account holder | $106,882 | $16,953+530.5% | $10,720+897.0% | $10,885+881.9% |