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 | $136,659 | $65,365+109.1% | $92,893+47.1% | $72,985+87.2% |
| Participation rate | 74.1% | 68.3%+5.8pp | 76.0%-1.9pp | 69.5%+4.6pp |
| Annual return | 22.18% | 42.10%-19.9pp | 109.41%-87.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $9,914 | $2,594+282.2% | $3,653+171.4% | $2,440+306.3% |
| Participant deferral / active EE | $833 | $3,128-73.4% | $4,236-80.3% | $3,607-76.9% |
| Admin fee / account holder | $7,466 | $4,251+75.6% | $5,794+28.9% | $5,124+45.7% |