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 | $189,311 | $163,101+16.1% | $136,749+38.4% | $142,382+33.0% |
| Participation rate | 92.9% | 78.2%+14.6pp | 72.1%+20.7pp | 80.1%+12.7pp |
| Annual return | 13.70% | 27.54%-13.8pp | 24.33%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $10,022 | $4,117+143.4% | $3,400+194.8% | $4,299+133.1% |
| Participant deferral / active EE | $779 | $5,585-86.1% | $4,692-83.4% | $6,507-88.0% |
| Admin fee / account holder | $9,209 | $14,318-35.7% | $11,386-19.1% | $12,624-27.0% |