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 | $59,162 | $123,793-52.2% | $177,821-66.7% | $79,858-25.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.35% | 22.82%-11.5pp | 48.32%-37.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,462 | $4,095-39.9% | $5,918-58.4% | $2,471-0.4% |
| Participant deferral / active EE | $2,219 | $5,956-62.7% | $7,714-71.2% | $3,740-40.7% |
| Admin fee / account holder | $4,852 | $7,243-33.0% | $12,427-61.0% | $5,306-8.6% |