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 | $37,018 | $54,541-32.1% | $78,778-53.0% | $70,131-47.2% |
| Participation rate | 97.2% | 60.8%+36.4pp | 69.2%+28.0pp | 69.5%+27.6pp |
| Annual return | 13.76% | 21.07%-7.3pp | 35.62%-21.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,243 | $1,089+197.9% | $1,986+63.3% | $2,342+38.4% |
| Participant deferral / active EE | $503 | $2,210-77.2% | $2,958-83.0% | $3,332-84.9% |
| Admin fee / account holder | $368 | $3,709-90.1% | $5,134-92.8% | $4,645-92.1% |