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 | $68,583 | $127,777-46.3% | $106,548-35.6% | $167,490-59.1% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 11.18% | 33.87%-22.7pp | 26.80%-15.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $763 | $3,427-77.7% | $2,819-72.9% | $4,837-84.2% |
| Participant deferral / active EE | $1,313 | $5,087-74.2% | $4,398-70.2% | $6,341-79.3% |
| Admin fee / account holder | $2,174 | $11,228-80.6% | $7,407-70.7% | $12,309-82.3% |