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 | $150,120 | $97,044+54.7% | $83,333+80.1% | $135,375+10.9% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | 19.87% | 12.31%+7.6pp | 10.63%+9.2pp | 519.73%-499.9pp |
| Employer contribution / active EE | $2,143 | $4,143-48.3% | $3,379-36.6% | $4,779-55.2% |
| Participant deferral / active EE | $371 | $5,964-93.8% | $5,565-93.3% | $5,609-93.4% |
| Admin fee / account holder | $4,362 | $8,380-47.9% | $7,510-41.9% | $10,827-59.7% |