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 5-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 | $42,622 | $127,065-66.5% | $113,168-62.3% | $142,382-70.1% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 11.45% | 24.03%-12.6pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $880 | $3,442-74.4% | $2,975-70.4% | $4,299-79.5% |
| Participant deferral / active EE | $1,336 | $5,716-76.6% | $5,107-73.8% | $6,507-79.5% |
| Admin fee / account holder | $4,662 | $15,736-70.4% | $12,068-61.4% | $12,624-63.1% |