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 | $73,684 | $46,869+57.2% | $122,332-39.8% | $70,131+5.1% |
| Participation rate | 76.3% | 58.2%+18.1pp | 71.6%+4.7pp | 69.5%+6.8pp |
| Annual return | 17.26% | 24.22%-7.0pp | 30.27%-13.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,310 | $1,288+1.8% | $4,050-67.6% | $2,342-44.1% |
| Participant deferral / active EE | $775 | $2,166-64.2% | $3,287-76.4% | $3,332-76.7% |
| Admin fee / account holder | $310 | $3,322-90.7% | $5,478-94.3% | $4,645-93.3% |