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 | $116,606 | $72,012+61.9% | $185,823-37.2% | $79,858+46.0% |
| Participation rate | 92.9% | 65.8%+27.1pp | 78.0%+14.8pp | 69.6%+23.2pp |
| Annual return | 16.25% | 23.12%-6.9pp | 35.95%-19.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,724 | $1,965+38.7% | $4,087-33.4% | $2,471+10.2% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,160 | $4,513-52.1% | $9,500-77.3% | $5,306-59.3% |