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 | $81,702 | $59,101+38.2% | $77,163+5.9% | $75,163+8.7% |
| Participation rate | 91.3% | 63.9%+27.4pp | 69.6%+21.7pp | 67.2%+24.1pp |
| Annual return | 15.71% | 26.71%-11.0pp | 37.87%-22.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,929 | $1,995+147.1% | $2,535+94.5% | $2,670+84.6% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,223 | $4,774+51.3% | $5,472+32.0% | $5,651+27.8% |