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 | $244,661 | $180,028+35.9% | $138,135+77.1% | $158,922+54.0% |
| Participation rate | 90.0% | 82.2%+7.8pp | 78.7%+11.3pp | 82.0%+8.0pp |
| Annual return | 15.61% | 21.68%-6.1pp | 20.51%-4.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $8,103 | $7,470+8.5% | $5,587+45.0% | $4,761+70.2% |
| Participant deferral / active EE | $521 | $7,717-93.3% | $6,431-91.9% | $5,982-91.3% |
| Admin fee / account holder | $14,065 | $17,912-21.5% | $11,856+18.6% | $11,246+25.1% |