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 | $37,955 | $115,882-67.2% | $100,516-62.2% | $158,922-76.1% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 18.15% | 34.79%-16.6pp | 30.89%-12.7pp | 302.83%-284.7pp |
| Employer contribution / active EE | $408 | $4,103-90.1% | $3,418-88.1% | $4,761-91.4% |
| Participant deferral / active EE | $1,858 | $6,674-72.2% | $6,270-70.4% | $5,982-68.9% |
| Admin fee / account holder | $579 | $10,995-94.7% | $8,081-92.8% | $11,246-94.8% |