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 | $23,589 | $72,277-67.4% | $101,248-76.7% | $79,858-70.5% |
| Participation rate | 94.3% | 68.5%+25.9pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | 16.26% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,313 | $2,692-51.2% | $3,660-64.1% | $2,471-46.9% |
| Participant deferral / active EE | $1,151 | $3,282-64.9% | $4,370-73.7% | $3,740-69.2% |
| Admin fee / account holder | $682 | $4,400-84.5% | $5,945-88.5% | $5,306-87.2% |