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 | $178,332 | $198,466-10.1% | $170,442+4.6% | $147,584+20.8% |
| Participation rate | 95.7% | 88.0%+7.7pp | 83.6%+12.1pp | 82.8%+12.8pp |
| Annual return | 25.82% | 257.29%-231.5pp | 205.93%-180.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $7,214 | $6,184+16.7% | $5,433+32.8% | $4,876+47.9% |
| Participant deferral / active EE | $1,786 | $5,629-68.3% | $4,939-63.8% | $5,439-67.2% |
| Admin fee / account holder | $14,053 | $16,852-16.6% | $13,880+1.2% | $10,885+29.1% |