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 | $15,920 | $49,227-67.7% | $70,449-77.4% | $79,858-80.1% |
| Participation rate | 98.0% | 69.2%+28.8pp | 75.1%+22.9pp | 69.6%+28.4pp |
| Annual return | 12.19% | 30.06%-17.9pp | 109.03%-96.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $515 | $2,099-75.5% | $2,737-81.2% | $2,471-79.2% |
| Participant deferral / active EE | $181 | $2,768-93.5% | $3,709-95.1% | $3,740-95.2% |
| Admin fee / account holder | $1,405 | $2,878-51.2% | $3,845-63.5% | $5,306-73.5% |