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 | $67,315 | $153,772-56.2% | $133,980-49.8% | $273,961-75.4% |
| Participation rate | 95.0% | 88.4%+6.6pp | 87.1%+7.9pp | 83.0%+12.0pp |
| Annual return | 6.26% | 36.51%-30.3pp | 29.30%-23.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $4,838 | $6,029-19.8% | $5,211-7.2% | $4,869-0.6% |
| Participant deferral / active EE | $1,554 | $6,958-77.7% | $6,282-75.3% | $5,287-70.6% |
| Admin fee / account holder | $3,278 | $11,765-72.1% | $9,324-64.8% | $10,132-67.6% |