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 | $92,553 | $181,894-49.1% | $156,549-40.9% | $273,961-66.2% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | 5.15% | 30.74%-25.6pp | 32.23%-27.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,910 | $6,248-69.4% | $5,501-65.3% | $4,869-60.8% |
| Participant deferral / active EE | $1,626 | $5,550-70.7% | $4,871-66.6% | $5,287-69.3% |
| Admin fee / account holder | $1,062 | $15,559-93.2% | $13,027-91.8% | $10,132-89.5% |