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 | $87,846-37.4% | $220,144-75.0% | $116,462-52.8% |
| Participation rate | 93.5% | 73.5%+20.0pp | 84.8%+8.7pp | 74.7%+18.9pp |
| Annual return | 24.32% | 16.64%+7.7pp | -0.63%+25.0pp | 15.65%+8.7pp |
| Employer contribution / active EE | $1,699 | $2,972-42.8% | $6,623-74.3% | $3,231-47.4% |
| Participant deferral / active EE | $889 | $4,087-78.2% | $4,718-81.1% | $3,836-76.8% |
| Admin fee / account holder | $753 | $6,782-88.9% | $15,617-95.2% | $12,754-94.1% |