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 | $28,902 | $127,777-77.4% | $106,548-72.9% | $167,490-82.7% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 19.00% | 33.87%-14.9pp | 26.80%-7.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,029 | $3,427-70.0% | $2,819-63.5% | $4,837-78.7% |
| Participant deferral / active EE | $1,318 | $5,087-74.1% | $4,398-70.0% | $6,341-79.2% |
| Admin fee / account holder | $789 | $11,228-93.0% | $7,407-89.3% | $12,309-93.6% |