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 | $89,914 | $81,460+10.4% | $103,333-13.0% | $80,856+11.2% |
| Participation rate | 98.1% | 66.8%+31.2pp | 74.5%+23.6pp | 67.6%+30.4pp |
| Annual return | 13.38% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $18,038 | $3,105+480.9% | $3,868+366.3% | $2,755+554.8% |
| Participant deferral / active EE | $1,536 | $3,869-60.3% | $5,057-69.6% | $4,296-64.2% |
| Admin fee / account holder | $4,163 | $6,566-36.6% | $8,355-50.2% | $6,918-39.8% |