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 | $26,132 | $74,927-65.1% | $101,794-74.3% | $84,808-69.2% |
| Participation rate | 72.5% | 61.4%+11.1pp | 69.2%+3.3pp | 68.3%+4.2pp |
| Annual return | 14.10% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $487 | $1,522-68.0% | $2,289-78.7% | $2,631-81.5% |
| Participant deferral / active EE | $725 | $3,099-76.6% | $4,084-82.3% | $4,212-82.8% |
| Admin fee / account holder | $1,151 | $6,514-82.3% | $8,777-86.9% | $7,344-84.3% |