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 | $224,922 | $171,164+31.4% | $127,761+76.0% | $152,861+47.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 14.22% | 23.54%-9.3pp | 26.14%-11.9pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,972 | $5,447-63.8% | $4,574-56.9% | $4,762-58.6% |
| Participant deferral / active EE | $2,106 | $7,038-70.1% | $6,021-65.0% | $5,850-64.0% |
| Admin fee / account holder | $24,830 | $14,530+70.9% | $9,395+164.3% | $11,596+114.1% |