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 | $72,318 | $56,897+27.1% | $84,750-14.7% | $62,891+15.0% |
| Participation rate | 86.0% | 68.5%+17.5pp | 76.6%+9.5pp | 69.3%+16.7pp |
| Annual return | 8.56% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $9,113 | $2,400+279.8% | $3,574+155.0% | $2,281+299.5% |
| Participant deferral / active EE | $752 | $2,709-72.3% | $3,712-79.8% | $3,203-76.5% |
| Admin fee / account holder | $1,103 | $3,581-69.2% | $5,332-79.3% | $4,296-74.3% |