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 | $84,048 | $56,110+49.8% | $94,993-11.5% | $70,131+19.8% |
| Participation rate | 75.7% | 65.0%+10.7pp | 73.9%+1.8pp | 69.5%+6.1pp |
| Annual return | 17.43% | 51.02%-33.6pp | 27.12%-9.7pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,454 | $1,442+70.2% | $2,603-5.7% | $2,342+4.8% |
| Participant deferral / active EE | $892 | $2,391-62.7% | $3,317-73.1% | $3,332-73.2% |
| Admin fee / account holder | $1,936 | $3,456-44.0% | $4,960-61.0% | $4,645-58.3% |