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 | $52,662 | $109,359-51.8% | $162,163-67.5% | $72,985-27.8% |
| Participation rate | 73.1% | 84.3%-11.2pp | 87.6%-14.5pp | 69.5%+3.6pp |
| Annual return | 22.94% | 25.46%-2.5pp | 115.59%-92.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,770 | $3,907-54.7% | $5,614-68.5% | $2,440-27.5% |
| Participant deferral / active EE | $2,018 | $5,481-63.2% | $7,298-72.4% | $3,607-44.1% |
| Admin fee / account holder | $3,782 | $7,972-52.6% | $10,843-65.1% | $5,124-26.2% |