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 | $70,423 | $59,805+17.8% | $79,550-11.5% | $68,494+2.8% |
| Participation rate | 95.2% | 61.1%+34.1pp | 69.5%+25.7pp | 67.9%+27.3pp |
| Annual return | 38.41% | -12.30%+50.7pp | 0.16%+38.2pp | -7.84%+46.3pp |
| Employer contribution / active EE | $3,364 | $1,505+123.5% | $2,413+39.4% | $2,596+29.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,636 | $4,835-45.5% | $6,832-61.4% | $5,403-51.2% |