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 | $46,830 | $228,332-79.5% | $185,823-74.8% | $158,922-70.5% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 8.68% | 40.80%-32.1pp | 35.95%-27.3pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,513 | $4,967-49.4% | $4,087-38.5% | $4,761-47.2% |
| Participant deferral / active EE | $971 | $6,415-84.9% | $5,632-82.8% | $5,982-83.8% |
| Admin fee / account holder | $808 | $11,864-93.2% | $9,500-91.5% | $11,246-92.8% |