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 | $42,711 | $95,803-55.4% | $113,168-62.3% | $84,808-49.6% |
| Participation rate | 87.0% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.7pp |
| Annual return | 15.39% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,446 | $2,360-38.7% | $2,975-51.4% | $2,631-45.0% |
| Participant deferral / active EE | $1,865 | $4,242-56.0% | $5,107-63.5% | $4,212-55.7% |
| Admin fee / account holder | $3,150 | $8,989-65.0% | $12,068-73.9% | $7,344-57.1% |