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 | $56,240 | $58,828-4.4% | $77,999-27.9% | $62,891-10.6% |
| Participation rate | 82.1% | 71.1%+11.1pp | 75.5%+6.6pp | 69.3%+12.8pp |
| Annual return | 7.68% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $975 | $1,672-41.7% | $2,470-60.5% | $2,281-57.3% |
| Participant deferral / active EE | $850 | $2,686-68.3% | $3,497-75.7% | $3,203-73.5% |
| Admin fee / account holder | $2,217 | $4,393-49.5% | $5,480-59.6% | $4,296-48.4% |