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 | $48,162 | $100,970-52.3% | $96,576-50.1% | $137,256-64.9% |
| Participation rate | 84.6% | 82.6%+2.0pp | 81.4%+3.2pp | 80.0%+4.7pp |
| Annual return | 16.61% | 38.16%-21.5pp | 38.47%-21.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,101 | $3,809-44.8% | $3,553-40.9% | $4,156-49.4% |
| Participant deferral / active EE | $2,101 | $8,286-74.6% | $7,956-73.6% | $6,407-67.2% |
| Admin fee / account holder | $6,231 | $11,312-44.9% | $11,381-45.3% | $12,270-49.2% |