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 | $32,993 | $83,477-60.5% | $125,175-73.6% | $72,985-54.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.44% | 25.78%-5.3pp | 43.79%-23.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,112 | $2,345-52.6% | $3,865-71.2% | $2,440-54.4% |
| Participant deferral / active EE | $1,617 | $3,585-54.9% | $4,937-67.3% | $3,607-55.2% |
| Admin fee / account holder | $1,345 | $5,517-75.6% | $9,702-86.1% | $5,124-73.8% |