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 | $76,174 | $98,240-22.5% | $82,313-7.5% | $147,584-48.4% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 13.10% | 30.85%-17.8pp | 25.88%-12.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,495 | $3,192-53.2% | $2,428-38.4% | $4,876-69.3% |
| Participant deferral / active EE | $1,160 | $4,383-73.5% | $3,706-68.7% | $5,439-78.7% |
| Admin fee / account holder | $733 | $8,563-91.4% | $5,608-86.9% | $10,885-93.3% |