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 | $142,745 | $77,899+83.2% | $149,673-4.6% | $75,163+89.9% |
| Participation rate | 73.3% | 65.6%+7.8pp | 78.8%-5.4pp | 67.2%+6.1pp |
| Annual return | 14.93% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $9,372 | $3,137+198.7% | $4,818+94.5% | $2,670+251.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $30,463 | $5,956+411.4% | $13,210+130.6% | $5,651+439.1% |