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 | $181,652 | $149,734+21.3% | $118,925+52.7% | $158,922+14.3% |
| Participation rate | 76.5% | 82.1%-5.6pp | 75.4%+1.1pp | 82.0%-5.5pp |
| Annual return | 7.02% | 19.95%-12.9pp | 35.88%-28.9pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,028 | $4,115-75.0% | $3,263-68.5% | $4,761-78.4% |
| Participant deferral / active EE | $734 | $5,223-86.0% | $4,265-82.8% | $5,982-87.7% |
| Admin fee / account holder | $913 | $8,603-89.4% | $6,581-86.1% | $11,246-91.9% |