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 | $26,808 | $76,552-65.0% | $123,892-78.4% | $62,891-57.4% |
| Participation rate | 76.2% | 73.0%+3.2pp | 81.4%-5.2pp | 69.3%+6.9pp |
| Annual return | 8.39% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,148 | $2,883-60.2% | $4,617-75.1% | $2,281-49.7% |
| Participant deferral / active EE | $1,802 | $4,840-62.8% | $5,984-69.9% | $3,203-43.7% |
| Admin fee / account holder | $3,516 | $4,826-27.1% | $8,357-57.9% | $4,296-18.2% |