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 | $29,021 | $54,541-46.8% | $78,778-63.2% | $70,131-58.6% |
| Participation rate | 74.5% | 60.8%+13.7pp | 69.2%+5.3pp | 69.5%+4.9pp |
| Annual return | 18.51% | 21.07%-2.6pp | 35.62%-17.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $817 | $1,089-24.9% | $1,986-58.8% | $2,342-65.1% |
| Participant deferral / active EE | $469 | $2,210-78.8% | $2,958-84.2% | $3,332-85.9% |
| Admin fee / account holder | $1,653 | $3,709-55.4% | $5,134-67.8% | $4,645-64.4% |