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 | $56,261 | $104,251-46.0% | $91,001-38.2% | $147,584-61.9% |
| Participation rate | 95.7% | 78.2%+17.4pp | 75.6%+20.1pp | 82.8%+12.8pp |
| Annual return | 16.27% | 27.06%-10.8pp | 4.60%+11.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $12,413 | $3,116+298.4% | $2,456+405.5% | $4,876+154.6% |
| Participant deferral / active EE | $718 | $4,195-82.9% | $3,547-79.8% | $5,439-86.8% |
| Admin fee / account holder | $5,435 | $8,948-39.3% | $5,417+0.3% | $10,885-50.1% |