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 4-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 | $34,649 | $81,460-57.5% | $103,333-66.5% | $80,856-57.1% |
| Participation rate | 79.7% | 66.8%+12.8pp | 74.5%+5.2pp | 67.6%+12.0pp |
| Annual return | 11.64% | 25.55%-13.9pp | 24.88%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,921 | $3,105+58.5% | $3,868+27.2% | $2,755+78.6% |
| Participant deferral / active EE | $782 | $3,869-79.8% | $5,057-84.5% | $4,296-81.8% |
| Admin fee / account holder | $3,639 | $6,566-44.6% | $8,355-56.4% | $6,918-47.4% |