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 | $50,810 | $116,875-56.5% | $284,014-82.1% | $116,875-56.5% |
| Participation rate | 94.3% | 74.5%+19.8pp | 78.2%+16.1pp | 74.5%+19.8pp |
| Annual return | 17.31% | 16.29%+1.0pp | -6.84%+24.2pp | 16.29%+1.0pp |
| Employer contribution / active EE | $2,930 | $3,288-10.9% | $4,497-34.8% | $3,288-10.9% |
| Participant deferral / active EE | $1,529 | $3,885-60.6% | $5,463-72.0% | $3,885-60.6% |
| Admin fee / account holder | $3,343 | $12,263-72.7% | $16,425-79.6% | $12,263-72.7% |