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 | $71,005 | $94,625-25.0% | $116,228-38.9% | $84,808-16.3% |
| Participation rate | 90.0% | 70.4%+19.6pp | 74.6%+15.4pp | 68.3%+21.7pp |
| Annual return | 17.56% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $920 | $2,347-60.8% | $2,994-69.3% | $2,631-65.0% |
| Participant deferral / active EE | $1,498 | $3,972-62.3% | $4,953-69.7% | $4,212-64.4% |
| Admin fee / account holder | $1,101 | $10,091-89.1% | $11,989-90.8% | $7,344-85.0% |