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 | $85,607 | $87,013-1.6% | $106,213-19.4% | $80,856+5.9% |
| Participation rate | 86.2% | 70.4%+15.8pp | 75.3%+10.9pp | 67.6%+18.6pp |
| Annual return | 22.70% | 17.05%+5.7pp | 116.14%-93.4pp | 35.59%-12.9pp |
| Employer contribution / active EE | $1,034 | $2,395-56.8% | $3,171-67.4% | $2,755-62.4% |
| Participant deferral / active EE | $1,177 | $3,986-70.5% | $5,016-76.5% | $4,296-72.6% |
| Admin fee / account holder | $7,095 | $8,431-15.8% | $11,033-35.7% | $6,918+2.6% |