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 8-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 | $43,166 | $72,277-40.3% | $101,248-57.4% | $79,858-45.9% |
| Participation rate | 78.4% | 68.5%+10.0pp | 75.8%+2.6pp | 69.6%+8.8pp |
| Annual return | 11.23% | 22.30%-11.1pp | 46.47%-35.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,815 | $2,692+4.6% | $3,660-23.1% | $2,471+13.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,943 | $4,400+12.3% | $5,945-16.9% | $5,306-6.9% |