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 9-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 | $92,748 | $64,480+43.8% | $81,382+14.0% | $80,856+14.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 21.15% | 16.34%+4.8pp | 24.73%-3.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $819 | $1,978-58.6% | $2,463-66.8% | $2,755-70.3% |
| Participant deferral / active EE | $566 | $3,094-81.7% | $3,883-85.4% | $4,296-86.8% |
| Admin fee / account holder | $1,739 | $5,671-69.3% | $5,768-69.8% | $6,918-74.9% |