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 | $236,547 | $192,717+22.7% | $142,449+66.1% | $139,434+69.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 17.54% | 17.99%-0.5pp | 19.99%-2.5pp | 372.94%-355.4pp |
| Employer contribution / active EE | $9,258 | $5,806+59.5% | $4,847+91.0% | $4,751+94.9% |
| Participant deferral / active EE | $698 | $7,208-90.3% | $6,283-88.9% | $6,710-89.6% |
| Admin fee / account holder | $42,155 | $15,124+178.7% | $10,011+321.1% | $11,403+269.7% |