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 | $35,359 | $90,503-60.9% | $78,689-55.1% | $273,961-87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.66% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $2,181 | $3,176-31.3% | $2,851-23.5% | $4,869-55.2% |
| Participant deferral / active EE | $284 | $3,901-92.7% | $3,517-91.9% | $5,287-94.6% |
| Admin fee / account holder | $511 | $5,263-90.3% | $4,510-88.7% | $10,132-95.0% |