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 | $82,567 | $73,933+11.7% | $96,683-14.6% | $75,163+9.9% |
| Participation rate | 77.8% | 66.4%+11.4pp | 74.3%+3.4pp | 67.2%+10.6pp |
| Annual return | 16.86% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.8pp |
| Employer contribution / active EE | $7,668 | $2,928+161.9% | $3,737+105.2% | $2,670+187.2% |
| Participant deferral / active EE | $918 | $3,659-74.9% | $4,878-81.2% | $4,125-77.8% |
| Admin fee / account holder | $1,584 | $5,216-69.6% | $6,730-76.5% | $5,651-72.0% |