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 | $67,462 | $214,378-68.5% | $200,582-66.4% | $142,382-52.6% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 13.27% | 46.41%-33.1pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,029 | $6,841-70.3% | $6,419-68.4% | $4,299-52.8% |
| Participant deferral / active EE | $883 | $9,865-91.0% | $9,331-90.5% | $6,507-86.4% |
| Admin fee / account holder | $8,852 | $17,692-50.0% | $16,305-45.7% | $12,624-29.9% |