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 | $44,773 | $181,894-75.4% | $156,549-71.4% | $273,961-83.7% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 4.48% | 30.74%-26.3pp | 32.23%-27.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,404 | $6,248-77.5% | $5,501-74.5% | $4,869-71.2% |
| Participant deferral / active EE | $1,507 | $5,550-72.8% | $4,871-69.1% | $5,287-71.5% |
| Admin fee / account holder | $910 | $15,559-94.2% | $13,027-93.0% | $10,132-91.0% |