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 | $154,250 | $96,484+59.9% | $75,886+103.3% | $152,861+0.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 17.21% | 33.98%-16.8pp | 30.76%-13.5pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,631 | $3,309-50.7% | $2,500-34.8% | $4,762-65.7% |
| Participant deferral / active EE | $600 | $4,553-86.8% | $3,603-83.3% | $5,850-89.7% |
| Admin fee / account holder | $8,621 | $8,078+6.7% | $5,418+59.1% | $11,596-25.7% |