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 | $66,759 | $89,355-25.3% | $141,162-52.7% | $72,985-8.5% |
| Participation rate | 72.2% | 75.1%-2.9pp | 82.5%-10.2pp | 69.5%+2.7pp |
| Annual return | 23.24% | 111.85%-88.6pp | 71.39%-48.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $673 | $3,114-78.4% | $4,735-85.8% | $2,440-72.4% |
| Participant deferral / active EE | $1,711 | $5,418-68.4% | $6,709-74.5% | $3,607-52.6% |
| Admin fee / account holder | $2,443 | $5,958-59.0% | $10,261-76.2% | $5,124-52.3% |