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 6-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 | $30,706 | $89,355-65.6% | $141,162-78.2% | $72,985-57.9% |
| Participation rate | 86.9% | 75.1%+11.8pp | 82.5%+4.4pp | 69.5%+17.4pp |
| Annual return | 23.37% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $12,633 | $3,114+305.6% | $4,735+166.8% | $2,440+417.8% |
| Participant deferral / active EE | $274 | $5,418-94.9% | $6,709-95.9% | $3,607-92.4% |
| Admin fee / account holder | $9,022 | $5,958+51.4% | $10,261-12.1% | $5,124+76.1% |