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 | $201,953 | $116,175+73.8% | $93,606+115.7% | $152,861+32.1% |
| Participation rate | 88.9% | 78.0%+10.8pp | 75.8%+13.1pp | 82.4%+6.4pp |
| Annual return | 19.78% | 35.96%-16.2pp | 32.76%-13.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $8,934 | $3,218+177.6% | $2,718+228.7% | $4,762+87.6% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $18,159 | $10,748+69.0% | $7,888+130.2% | $11,596+56.6% |