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 | $31,261 | $60,349-48.2% | $74,183-57.9% | $62,891-50.3% |
| Participation rate | 91.9% | 72.7%+19.2pp | 76.6%+15.3pp | 69.3%+22.6pp |
| Annual return | 7.93% | 21.37%-13.4pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,429 | $1,680+44.5% | $2,370+2.5% | $2,281+6.5% |
| Participant deferral / active EE | $994 | $2,856-65.2% | $3,550-72.0% | $3,203-69.0% |
| Admin fee / account holder | $1,147 | $4,261-73.1% | $5,586-79.5% | $4,296-73.3% |