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 | $28,684 | $76,367-62.4% | $93,606-69.4% | $72,985-60.7% |
| Participation rate | 93.3% | 71.7%+21.6pp | 75.8%+17.5pp | 69.5%+23.8pp |
| Annual return | 19.44% | 25.82%-6.4pp | 32.76%-13.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $535 | $2,275-76.5% | $2,718-80.3% | $2,440-78.1% |
| Participant deferral / active EE | $764 | $3,538-78.4% | $4,069-81.2% | $3,607-78.8% |
| Admin fee / account holder | $4,682 | $6,838-31.5% | $7,888-40.6% | $5,124-8.6% |