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 | $26,256 | $124,281-78.9% | $109,143-75.9% | $167,490-84.3% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 11.79% | 26.04%-14.3pp | 25.75%-14.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $5,129 | $4,207+21.9% | $3,722+37.8% | $4,837+6.0% |
| Participant deferral / active EE | $185 | $5,255-96.5% | $4,653-96.0% | $6,341-97.1% |
| Admin fee / account holder | $1,182 | $7,970-85.2% | $6,752-82.5% | $12,309-90.4% |