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 | $39,492 | $76,552-48.4% | $123,892-68.1% | $62,891-37.2% |
| Participation rate | 89.7% | 73.0%+16.7pp | 81.4%+8.2pp | 69.3%+20.3pp |
| Annual return | 6.82% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $474 | $2,883-83.5% | $4,617-89.7% | $2,281-79.2% |
| Participant deferral / active EE | $1,192 | $4,840-75.4% | $5,984-80.1% | $3,203-62.8% |
| Admin fee / account holder | $2,808 | $4,826-41.8% | $8,357-66.4% | $4,296-34.6% |