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 | $55,478 | $73,787-24.8% | $98,716-43.8% | $82,448-32.7% |
| Participation rate | 86.8% | 61.4%+25.4pp | 69.3%+17.5pp | 68.1%+18.8pp |
| Annual return | 13.94% | 18.57%-4.6pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $764 | $1,511-49.4% | $2,279-66.5% | $2,551-70.0% |
| Participant deferral / active EE | $383 | $3,081-87.6% | $4,048-90.5% | $4,139-90.7% |
| Admin fee / account holder | $1,942 | $6,500-70.1% | $8,703-77.7% | $7,234-73.2% |