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 | $36,987 | $124,425-70.3% | $112,040-67.0% | $137,256-73.1% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 16.47% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,738 | $3,411-49.0% | $2,954-41.2% | $4,156-58.2% |
| Participant deferral / active EE | $759 | $5,718-86.7% | $5,098-85.1% | $6,407-88.2% |
| Admin fee / account holder | $924 | $15,207-93.9% | $12,098-92.4% | $12,270-92.5% |