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 | $75,088 | $56,897+32.0% | $84,750-11.4% | $62,891+19.4% |
| Participation rate | 94.1% | 68.5%+25.6pp | 76.6%+17.5pp | 69.3%+24.8pp |
| Annual return | 6.93% | 6.30%+0.6pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $5,898 | $2,400+145.8% | $3,574+65.0% | $2,281+158.6% |
| Participant deferral / active EE | $170 | $2,709-93.7% | $3,712-95.4% | $3,203-94.7% |
| Admin fee / account holder | $7,209 | $3,581+101.3% | $5,332+35.2% | $4,296+67.8% |