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 | $53,673 | $91,552-41.4% | $133,956-59.9% | $79,858-32.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 13.69% | 61.85%-48.2pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $613 | $2,384-74.3% | $3,919-84.3% | $2,471-75.2% |
| Participant deferral / active EE | $1,318 | $3,733-64.7% | $5,048-73.9% | $3,740-64.8% |
| Admin fee / account holder | $1,389 | $6,321-78.0% | $8,927-84.4% | $5,306-73.8% |