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 6-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 | $13,459 | $177,572-92.4% | $154,803-91.3% | $142,382-90.5% |
| Participation rate | 82.4% | 82.1%+0.3pp | 78.1%+4.3pp | 80.1%+2.2pp |
| Annual return | 20.72% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $944 | $4,810-80.4% | $4,305-78.1% | $4,299-78.0% |
| Participant deferral / active EE | $1,603 | $6,272-74.4% | $5,540-71.1% | $6,507-75.4% |
| Admin fee / account holder | $737 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |