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 | $109,881-62.8% | $150,045-72.8% | $84,808-51.9% |
| Participation rate | 97.9% | 76.1%+21.8pp | 82.3%+15.6pp | 68.3%+29.6pp |
| Annual return | 18.87% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $8,187 | $3,561+129.9% | $4,693+74.4% | $2,631+211.2% |
| Participant deferral / active EE | $1,777 | $6,636-73.2% | $7,997-77.8% | $4,212-57.8% |
| Admin fee / account holder | $6,948 | $8,568-18.9% | $13,435-48.3% | $7,344-5.4% |