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 | $34,372 | $87,841-60.9% | $133,980-74.3% | $62,891-45.3% |
| Participation rate | 76.2% | 83.4%-7.2pp | 87.1%-10.9pp | 69.3%+6.9pp |
| Annual return | 8.16% | 12.05%-3.9pp | 29.30%-21.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,345 | $3,483-61.4% | $5,211-74.2% | $2,281-41.0% |
| Participant deferral / active EE | $1,896 | $4,812-60.6% | $6,282-69.8% | $3,203-40.8% |
| Admin fee / account holder | $1,501 | $5,371-72.1% | $9,324-83.9% | $4,296-65.1% |