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 | $33,956 | $115,882-70.7% | $100,516-66.2% | $158,922-78.6% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 12.88% | 34.79%-21.9pp | 30.89%-18.0pp | 302.83%-289.9pp |
| Employer contribution / active EE | $844 | $4,103-79.4% | $3,418-75.3% | $4,761-82.3% |
| Participant deferral / active EE | $679 | $6,674-89.8% | $6,270-89.2% | $5,982-88.6% |
| Admin fee / account holder | $709 | $10,995-93.6% | $8,081-91.2% | $11,246-93.7% |