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 | $29,727 | $81,248-63.4% | $155,509-80.9% | $80,856-63.2% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 11.34% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $525 | $3,100-83.1% | $4,672-88.8% | $2,755-81.0% |
| Participant deferral / active EE | $801 | $3,452-76.8% | $5,626-85.8% | $4,296-81.4% |
| Admin fee / account holder | $1,580 | $7,997-80.2% | $15,912-90.1% | $6,918-77.2% |