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 5-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 | $28,092 | $80,717-65.2% | $154,803-81.9% | $84,808-66.9% |
| Participation rate | 86.0% | 66.8%+19.2pp | 78.1%+8.0pp | 68.3%+17.7pp |
| Annual return | 15.25% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,574 | $2,761-6.8% | $4,305-40.2% | $2,631-2.2% |
| Participant deferral / active EE | $809 | $3,303-75.5% | $5,540-85.4% | $4,212-80.8% |
| Admin fee / account holder | $1,877 | $6,746-72.2% | $14,329-86.9% | $7,344-74.4% |