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 | $215,576 | $96,557+123.3% | $80,975+166.2% | $273,961-21.3% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 3.38% | 15.14%-11.8pp | 17.10%-13.7pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,010 | $4,868-79.2% | $3,714-72.8% | $4,869-79.3% |
| Participant deferral / active EE | $1,469 | $6,598-77.7% | $5,696-74.2% | $5,287-72.2% |
| Admin fee / account holder | $4,000 | $7,492-46.6% | $5,516-27.5% | $10,132-60.5% |