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 6-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 | $73,742 | $239,571-69.2% | $183,328-59.8% | $137,256-46.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 15.01% | 35.69%-20.7pp | 29.67%-14.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $6,157 | $6,148+0.2% | $5,055+21.8% | $4,156+48.1% |
| Participant deferral / active EE | $2,100 | $7,995-73.7% | $6,795-69.1% | $6,407-67.2% |
| Admin fee / account holder | $1,850 | $30,059-93.8% | $21,427-91.4% | $12,270-84.9% |