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 | $44,600 | $81,460-45.2% | $103,333-56.8% | $80,856-44.8% |
| Participation rate | 97.7% | 66.8%+30.8pp | 74.5%+23.2pp | 67.6%+30.0pp |
| Annual return | 11.78% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $19,818 | $3,105+538.2% | $3,868+412.4% | $2,755+619.4% |
| Participant deferral / active EE | $253 | $3,869-93.4% | $5,057-95.0% | $4,296-94.1% |
| Admin fee / account holder | $10,423 | $6,566+58.7% | $8,355+24.8% | $6,918+50.7% |