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 | $249,410 | $72,404+244.5% | $110,238+126.2% | $64,186+288.6% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.6pp |
| Annual return | 11.05% | -6.29%+17.3pp | 314.74%-303.7pp | 7.63%+3.4pp |
| Employer contribution / active EE | $13,591 | $2,282+495.7% | $3,826+255.2% | $2,381+470.8% |
| Participant deferral / active EE | $1,494 | $3,469-56.9% | $4,672-68.0% | $3,470-56.9% |
| Admin fee / account holder | $10,796 | $5,664+90.6% | $8,547+26.3% | $4,888+120.9% |