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 | $43,469 | $64,348-32.4% | $90,160-51.8% | $70,131-38.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.79% | 28.13%-13.3pp | 34.88%-20.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $824 | $2,046-59.7% | $3,318-75.2% | $2,342-64.8% |
| Participant deferral / active EE | $1,398 | $4,389-68.2% | $5,288-73.6% | $3,332-58.0% |
| Admin fee / account holder | $1,356 | $3,944-65.6% | $5,943-77.2% | $4,645-70.8% |