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 | $156,379 | $201,272-22.3% | $184,203-15.1% | $145,922+7.2% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 17.64% | 29.00%-11.4pp | 28.81%-11.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,061 | $7,022-70.6% | $6,427-67.9% | $4,660-55.8% |
| Participant deferral / active EE | $2,953 | $9,806-69.9% | $9,131-67.7% | $6,688-55.8% |
| Admin fee / account holder | $3,419 | $16,364-79.1% | $13,901-75.4% | $13,397-74.5% |