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 8-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 | $104,564 | $61,660+69.6% | $80,019+30.7% | $64,186+62.9% |
| Participation rate | 96.3% | 71.7%+24.6pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 7.37% | -0.33%+7.7pp | 11.22%-3.8pp | 7.63%-0.3pp |
| Employer contribution / active EE | $2,929 | $1,810+61.8% | $2,468+18.7% | $2,381+23.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,599 | $5,417-33.6% | $6,521-44.8% | $4,888-26.4% |