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 | $49,688 | $127,065-60.9% | $113,168-56.1% | $142,382-65.1% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 12.92% | 24.03%-11.1pp | 24.27%-11.3pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,584 | $3,442-54.0% | $2,975-46.8% | $4,299-63.2% |
| Participant deferral / active EE | $1,713 | $5,716-70.0% | $5,107-66.5% | $6,507-73.7% |
| Admin fee / account holder | $606 | $15,736-96.2% | $12,068-95.0% | $12,624-95.2% |