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 | $76,335 | $108,825-29.9% | $156,181-51.1% | $82,448-7.4% |
| Participation rate | 72.4% | 72.4%0pp | 78.8%-6.4pp | 68.1%+4.3pp |
| Annual return | 14.06% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,384 | $2,870-51.8% | $4,294-67.8% | $2,551-45.8% |
| Participant deferral / active EE | $1,902 | $4,577-58.4% | $6,132-69.0% | $4,139-54.0% |
| Admin fee / account holder | $2,710 | $9,341-71.0% | $14,586-81.4% | $7,234-62.5% |