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 | $26,952 | $76,552-64.8% | $123,892-78.2% | $62,891-57.1% |
| Participation rate | 73.8% | 73.0%+0.8pp | 81.4%-7.6pp | 69.3%+4.5pp |
| Annual return | 10.12% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,860 | $2,883-0.8% | $4,617-38.1% | $2,281+25.4% |
| Participant deferral / active EE | $721 | $4,840-85.1% | $5,984-88.0% | $3,203-77.5% |
| Admin fee / account holder | $3,834 | $4,826-20.5% | $8,357-54.1% | $4,296-10.7% |