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 | $61,180 | $99,341-38.4% | $84,750-27.8% | $273,961-77.7% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 10.56% | 22.93%-12.4pp | 22.78%-12.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,172 | $4,214-72.2% | $3,574-67.2% | $4,869-75.9% |
| Participant deferral / active EE | $931 | $4,269-78.2% | $3,712-74.9% | $5,287-82.4% |
| Admin fee / account holder | $2,568 | $6,644-61.3% | $5,332-51.8% | $10,132-74.7% |