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 8-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 | $96,452 | $81,900+17.8% | $119,609-19.4% | $68,494+40.8% |
| Participation rate | 97.4% | 71.9%+25.5pp | 79.3%+18.1pp | 67.9%+29.5pp |
| Annual return | 21.96% | -23.82%+45.8pp | -14.97%+36.9pp | -7.84%+29.8pp |
| Employer contribution / active EE | $7,436 | $2,693+176.1% | $4,232+75.7% | $2,596+186.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,871 | $6,582-41.2% | $10,323-62.5% | $5,403-28.3% |