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 | $48,241 | $80,673-40.2% | $101,326-52.4% | $84,808-43.1% |
| Participation rate | 70.6% | 77.8%-7.2pp | 81.5%-10.9pp | 68.3%+2.3pp |
| Annual return | 15.20% | 38.95%-23.8pp | 36.82%-21.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,113 | $2,698-58.7% | $3,665-69.6% | $2,631-57.7% |
| Participant deferral / active EE | $2,696 | $6,840-60.6% | $7,994-66.3% | $4,212-36.0% |
| Admin fee / account holder | $1,914 | $12,784-85.0% | $11,185-82.9% | $7,344-73.9% |