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 8-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 | $217,769 | $101,724+114.1% | $164,813+32.1% | $80,856+169.3% |
| Participation rate | 97.4% | 71.8%+25.5pp | 78.6%+18.8pp | 67.6%+29.7pp |
| Annual return | 15.95% | 16.72%-0.8pp | 69.93%-54.0pp | 35.59%-19.6pp |
| Employer contribution / active EE | $11,998 | $2,953+306.2% | $4,341+176.4% | $2,755+335.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,432 | $8,227+14.6% | $12,690-25.7% | $6,918+36.3% |