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 | $125,636 | $181,894-30.9% | $156,549-19.7% | $273,961-54.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 9.50% | 30.74%-21.2pp | 32.23%-22.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,354 | $6,248-78.3% | $5,501-75.4% | $4,869-72.2% |
| Participant deferral / active EE | $1,673 | $5,550-69.8% | $4,871-65.6% | $5,287-68.3% |
| Admin fee / account holder | $1,960 | $15,559-87.4% | $13,027-85.0% | $10,132-80.7% |