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 | $29,353 | $81,460-64.0% | $103,333-71.6% | $80,856-63.7% |
| Participation rate | 76.0% | 66.8%+9.2pp | 74.5%+1.5pp | 67.6%+8.4pp |
| Annual return | 12.88% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,753 | $3,105+85.3% | $3,868+48.7% | $2,755+108.8% |
| Participant deferral / active EE | $482 | $3,869-87.5% | $5,057-90.5% | $4,296-88.8% |
| Admin fee / account holder | $1,954 | $6,566-70.2% | $8,355-76.6% | $6,918-71.8% |