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 9-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 | $33,854 | $109,881-69.2% | $150,045-77.4% | $84,808-60.1% |
| Participation rate | 88.7% | 76.1%+12.6pp | 82.3%+6.4pp | 68.3%+20.4pp |
| Annual return | 14.73% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,278 | $3,561-36.0% | $4,693-51.5% | $2,631-13.4% |
| Participant deferral / active EE | $1,804 | $6,636-72.8% | $7,997-77.4% | $4,212-57.2% |
| Admin fee / account holder | $1,140 | $8,568-86.7% | $13,435-91.5% | $7,344-84.5% |