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 | $65,303 | $47,848+36.5% | $81,478-19.9% | $70,131-6.9% |
| Participation rate | 97.1% | 58.3%+38.8pp | 68.0%+29.1pp | 69.5%+27.6pp |
| Annual return | 21.14% | 27.25%-6.1pp | 38.78%-17.6pp | 73.14%-52.0pp |
| Employer contribution / active EE | $10,239 | $1,527+570.5% | $2,568+298.8% | $2,342+337.1% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,289 | $3,145+4.6% | $4,561-27.9% | $4,645-29.2% |