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 | $88,841 | $125,758-29.4% | $169,993-47.7% | $75,163+18.2% |
| Participation rate | 72.2% | 83.6%-11.4pp | 87.0%-14.8pp | 67.2%+5.0pp |
| Annual return | 17.13% | 27.20%-10.1pp | 53.37%-36.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,168 | $4,615-53.0% | $6,785-68.0% | $2,670-18.8% |
| Participant deferral / active EE | $2,929 | $6,837-57.2% | $10,408-71.9% | $4,125-29.0% |
| Admin fee / account holder | $955 | $8,173-88.3% | $12,815-92.5% | $5,651-83.1% |