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 | $113,458 | $97,044+16.9% | $83,333+36.1% | $135,375-16.2% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | 5.70% | 12.31%-6.6pp | 10.63%-4.9pp | 519.73%-514.0pp |
| Employer contribution / active EE | $6,334 | $4,143+52.9% | $3,379+87.5% | $4,779+32.5% |
| Participant deferral / active EE | $538 | $5,964-91.0% | $5,565-90.3% | $5,609-90.4% |
| Admin fee / account holder | $6,948 | $8,380-17.1% | $7,510-7.5% | $10,827-35.8% |