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 | $89,446 | $124,425-28.1% | $112,040-20.2% | $137,256-34.8% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 12.16% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,595 | $3,411+64.0% | $2,954+89.4% | $4,156+34.6% |
| Participant deferral / active EE | $1,767 | $5,718-69.1% | $5,098-65.3% | $6,407-72.4% |
| Admin fee / account holder | $6,250 | $15,207-58.9% | $12,098-48.3% | $12,270-49.1% |