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 | $47,386 | $127,065-62.7% | $113,168-58.1% | $142,382-66.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 14.04% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,267 | $3,442-63.2% | $2,975-57.4% | $4,299-70.5% |
| Participant deferral / active EE | $1,810 | $5,716-68.3% | $5,107-64.6% | $6,507-72.2% |
| Admin fee / account holder | $3,522 | $15,736-77.6% | $12,068-70.8% | $12,624-72.1% |