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 7-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 | $88,035 | $43,327+103.2% | $59,878+47.0% | $64,186+37.2% |
| Participation rate | 97.4% | 69.2%+28.2pp | 74.7%+22.7pp | 69.6%+27.8pp |
| Annual return | 10.93% | -1.55%+12.5pp | 3.46%+7.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $3,739 | $2,028+84.3% | $2,722+37.4% | $2,381+57.1% |
| Participant deferral / active EE | $706 | $2,546-72.3% | $3,402-79.3% | $3,470-79.7% |
| Admin fee / account holder | $3,728 | $3,005+24.1% | $3,590+3.8% | $4,888-23.7% |