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 | $39,249 | $109,881-64.3% | $150,045-73.8% | $84,808-53.7% |
| Participation rate | 85.1% | 76.1%+9.0pp | 82.3%+2.8pp | 68.3%+16.8pp |
| Annual return | 18.77% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $947 | $3,561-73.4% | $4,693-79.8% | $2,631-64.0% |
| Participant deferral / active EE | $2,178 | $6,636-67.2% | $7,997-72.8% | $4,212-48.3% |
| Admin fee / account holder | $789 | $8,568-90.8% | $13,435-94.1% | $7,344-89.3% |