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 | $90,301 | $64,480+40.0% | $81,382+11.0% | $80,856+11.7% |
| Participation rate | 89.8% | 63.9%+25.9pp | 69.5%+20.3pp | 67.6%+22.1pp |
| Annual return | 11.32% | 16.34%-5.0pp | 24.73%-13.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,642 | $1,978+185.2% | $2,463+129.1% | $2,755+104.8% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,883-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,727 | $5,671+71.5% | $5,768+68.6% | $6,918+40.6% |