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 | $126,134 | $105,859+19.2% | $90,160+39.9% | $147,584-14.5% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 13.22% | 37.63%-24.4pp | 34.88%-21.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,571 | $4,126-13.4% | $3,318+7.6% | $4,876-26.8% |
| Participant deferral / active EE | $321 | $5,733-94.4% | $5,288-93.9% | $5,439-94.1% |
| Admin fee / account holder | $2,752 | $8,046-65.8% | $5,943-53.7% | $10,885-74.7% |