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 | $30,982 | $57,828-46.4% | $117,039-73.5% | $70,131-55.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 23.08% | 17.55%+5.5pp | 18.95%+4.1pp | 73.14%-50.1pp |
| Employer contribution / active EE | $917 | $1,816-49.5% | $3,785-75.8% | $2,342-60.9% |
| Participant deferral / active EE | $663 | $2,438-72.8% | $3,929-83.1% | $3,332-80.1% |
| Admin fee / account holder | $338 | $3,548-90.5% | $5,974-94.3% | $4,645-92.7% |