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 | $160,414 | $83,477+92.2% | $125,175+28.2% | $72,985+119.8% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.5%+18.5pp |
| Annual return | 21.95% | 25.78%-3.8pp | 43.79%-21.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $9,200 | $2,345+292.3% | $3,865+138.0% | $2,440+277.1% |
| Participant deferral / active EE | $1,362 | $3,585-62.0% | $4,937-72.4% | $3,607-62.2% |
| Admin fee / account holder | $301 | $5,517-94.5% | $9,702-96.9% | $5,124-94.1% |