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 | $63,345 | $201,272-68.5% | $184,203-65.6% | $145,922-56.6% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 11.66% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,928 | $7,022-72.5% | $6,427-70.0% | $4,660-58.6% |
| Participant deferral / active EE | $3,101 | $9,806-68.4% | $9,131-66.0% | $6,688-53.6% |
| Admin fee / account holder | $5,526 | $16,364-66.2% | $13,901-60.2% | $13,397-58.7% |