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 | $54,985 | $87,135-36.9% | $206,214-73.3% | $116,875-53.0% |
| Participation rate | 93.5% | 76.8%+16.7pp | 82.4%+11.2pp | 74.5%+19.0pp |
| Annual return | 24.32% | 22.51%+1.8pp | -1.60%+25.9pp | 16.29%+8.0pp |
| Employer contribution / active EE | $1,699 | $3,046-44.2% | $5,967-71.5% | $3,288-48.3% |
| Participant deferral / active EE | $889 | $3,898-77.2% | $4,649-80.9% | $3,885-77.1% |
| Admin fee / account holder | $753 | $8,630-91.3% | $13,671-94.5% | $12,263-93.9% |