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 | $39,833 | $92,985-57.2% | $153,485-74.0% | $80,856-50.7% |
| Participation rate | 83.9% | 69.0%+15.0pp | 77.1%+6.8pp | 67.6%+16.3pp |
| Annual return | 12.64% | 19.95%-7.3pp | 15.65%-3.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,252 | $3,507-64.3% | $5,039-75.2% | $2,755-54.6% |
| Participant deferral / active EE | $1,847 | $5,178-64.3% | $6,757-72.7% | $4,296-57.0% |
| Admin fee / account holder | $405 | $8,880-95.4% | $12,724-96.8% | $6,918-94.1% |