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 | $28,061 | $201,272-86.1% | $184,203-84.8% | $145,922-80.8% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 11.91% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,734 | $7,022-75.3% | $6,427-73.0% | $4,660-62.8% |
| Participant deferral / active EE | $2,313 | $9,806-76.4% | $9,131-74.7% | $6,688-65.4% |
| Admin fee / account holder | $2,395 | $16,364-85.4% | $13,901-82.8% | $13,397-82.1% |