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 | $65,012 | $60,892+6.8% | $82,389-21.1% | $84,808-23.3% |
| Participation rate | 93.5% | 63.3%+30.2pp | 69.5%+23.9pp | 68.3%+25.2pp |
| Annual return | 18.01% | 37.29%-19.3pp | 28.67%-10.7pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,089 | $1,779+129.8% | $2,517+62.5% | $2,631+55.4% |
| Participant deferral / active EE | $217 | $3,179-93.2% | $4,155-94.8% | $4,212-94.8% |
| Admin fee / account holder | $1,013 | $5,467-81.5% | $7,231-86.0% | $7,344-86.2% |