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 | $138,195 | $148,978-7.2% | $200,582-31.1% | $84,808+63.0% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 14.42% | 28.16%-13.7pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,706 | $4,815-2.3% | $6,419-26.7% | $2,631+78.9% |
| Participant deferral / active EE | $2,411 | $7,142-66.2% | $9,331-74.2% | $4,212-42.7% |
| Admin fee / account holder | $9,842 | $13,977-29.6% | $16,305-39.6% | $7,344+34.0% |