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 | $51,492 | $83,477-38.3% | $125,175-58.9% | $72,985-29.4% |
| Participation rate | 83.1% | 73.3%+9.8pp | 79.8%+3.3pp | 69.5%+13.6pp |
| Annual return | 21.81% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $682 | $2,345-70.9% | $3,865-82.4% | $2,440-72.1% |
| Participant deferral / active EE | $528 | $3,585-85.3% | $4,937-89.3% | $3,607-85.4% |
| Admin fee / account holder | $1,122 | $5,517-79.7% | $9,702-88.4% | $5,124-78.1% |