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 | $43,064 | $91,407-52.9% | $135,903-68.3% | $71,457-39.7% |
| Participation rate | 79.8% | 75.7%+4.2pp | 81.9%-2.1pp | 67.9%+11.9pp |
| Annual return | 16.49% | 29.90%-13.4pp | 68.23%-51.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $3,231 | $3,703-12.7% | $4,856-33.5% | $2,588+24.9% |
| Participant deferral / active EE | $2,809 | $7,092-60.4% | $7,758-63.8% | $4,289-34.5% |
| Admin fee / account holder | $2,162 | $1,266+70.8% | $10,762-79.9% | $1,587+36.2% |