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 5-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 | $23,474 | $73,933-68.2% | $96,683-75.7% | $75,163-68.8% |
| Participation rate | 88.4% | 66.4%+22.0pp | 74.3%+14.0pp | 67.2%+21.2pp |
| Annual return | 23.98% | 26.70%-2.7pp | 35.69%-11.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $7,235 | $2,928+147.1% | $3,737+93.6% | $2,670+171.0% |
| Participant deferral / active EE | $453 | $3,659-87.6% | $4,878-90.7% | $4,125-89.0% |
| Admin fee / account holder | $1,590 | $5,216-69.5% | $6,730-76.4% | $5,651-71.9% |