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 | $120,405 | $109,413+10.0% | $156,263-22.9% | $84,808+42.0% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 13.69% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $6,169 | $2,907+112.2% | $4,333+42.4% | $2,631+134.5% |
| Participant deferral / active EE | $1,612 | $4,590-64.9% | $6,158-73.8% | $4,212-61.7% |
| Admin fee / account holder | $10,609 | $9,357+13.4% | $14,255-25.6% | $7,344+44.5% |