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 | $73,593 | $92,222-20.2% | $76,768-4.1% | $135,375-45.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | 29.40% | 5.46%+23.9pp | 2.43%+27.0pp | 519.73%-490.3pp |
| Employer contribution / active EE | $7,610 | $3,216+136.6% | $2,485+206.2% | $4,779+59.3% |
| Participant deferral / active EE | $1,348 | $4,509-70.1% | $3,852-65.0% | $5,609-76.0% |
| Admin fee / account holder | $3,151 | $10,748-70.7% | $6,675-52.8% | $10,827-70.9% |