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 | $94,208 | $181,894-48.2% | $156,549-39.8% | $273,961-65.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.40% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $5,909 | $6,248-5.4% | $5,501+7.4% | $4,869+21.4% |
| Participant deferral / active EE | $1,565 | $5,550-71.8% | $4,871-67.9% | $5,287-70.4% |
| Admin fee / account holder | $857 | $15,559-94.5% | $13,027-93.4% | $10,132-91.5% |