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 | $19,494 | $65,365-70.2% | $92,893-79.0% | $72,985-73.3% |
| Participation rate | 74.4% | 68.3%+6.1pp | 76.0%-1.6pp | 69.5%+4.9pp |
| Annual return | 20.82% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $2,480 | $2,594-4.4% | $3,653-32.1% | $2,440+1.7% |
| Participant deferral / active EE | $830 | $3,128-73.5% | $4,236-80.4% | $3,607-77.0% |
| Admin fee / account holder | $1,973 | $4,251-53.6% | $5,794-65.9% | $5,124-61.5% |