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 9-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 | $56,792 | $106,584-46.7% | $101,326-44.0% | $142,382-60.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 17.54% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,823 | $3,956+21.9% | $3,665+31.6% | $4,299+12.2% |
| Participant deferral / active EE | $1,720 | $8,297-79.3% | $7,994-78.5% | $6,507-73.6% |
| Admin fee / account holder | $2,676 | $11,446-76.6% | $11,185-76.1% | $12,624-78.8% |