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 | $100,576 | $127,065-20.8% | $113,168-11.1% | $142,382-29.4% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 20.55% | 24.03%-3.5pp | 24.27%-3.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,045 | $3,442-40.6% | $2,975-31.3% | $4,299-52.4% |
| Participant deferral / active EE | $654 | $5,716-88.6% | $5,107-87.2% | $6,507-90.0% |
| Admin fee / account holder | $3,798 | $15,736-75.9% | $12,068-68.5% | $12,624-69.9% |