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 | $117,636 | $81,460+44.4% | $103,333+13.8% | $80,856+45.5% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 12.52% | 25.55%-13.0pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $15,343 | $3,105+394.1% | $3,868+296.7% | $2,755+456.9% |
| Participant deferral / active EE | $1,511 | $3,869-61.0% | $5,057-70.1% | $4,296-64.8% |
| Admin fee / account holder | $9,345 | $6,566+42.3% | $8,355+11.9% | $6,918+35.1% |