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 | $82,134 | $72,277+13.6% | $101,248-18.9% | $79,858+2.9% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 16.62% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $6,766 | $2,692+151.4% | $3,660+84.9% | $2,471+173.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8,191 | $4,400+86.2% | $5,945+37.8% | $5,306+54.4% |