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 5-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 | $40,825 | $106,749-61.8% | $145,433-71.9% | $82,448-50.5% |
| Participation rate | 97.9% | 75.6%+22.3pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 18.87% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $8,187 | $3,444+137.7% | $4,554+79.8% | $2,551+220.9% |
| Participant deferral / active EE | $1,777 | $6,519-72.7% | $7,897-77.5% | $4,139-57.1% |
| Admin fee / account holder | $6,948 | $8,390-17.2% | $13,129-47.1% | $7,234-4.0% |