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 | $34,710 | $56,897-39.0% | $84,750-59.0% | $62,891-44.8% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 11.22% | 6.30%+4.9pp | 22.78%-11.6pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,306 | $2,400-45.6% | $3,574-63.5% | $2,281-42.8% |
| Participant deferral / active EE | $886 | $2,709-67.3% | $3,712-76.1% | $3,203-72.3% |
| Admin fee / account holder | $327 | $3,581-90.9% | $5,332-93.9% | $4,296-92.4% |