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 | $74,860 | $178,174-58.0% | $156,181-52.1% | $137,256-45.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 15.40% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,813 | $4,972-63.5% | $4,294-57.8% | $4,156-56.4% |
| Participant deferral / active EE | $2,028 | $6,888-70.6% | $6,132-66.9% | $6,407-68.3% |
| Admin fee / account holder | $1,707 | $17,404-90.2% | $14,586-88.3% | $12,270-86.1% |