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 | $18,142 | $49,227-63.1% | $70,449-74.2% | $79,858-77.3% |
| Participation rate | 74.2% | 69.2%+5.0pp | 75.1%-0.9pp | 69.6%+4.6pp |
| Annual return | 10.39% | 30.06%-19.7pp | 109.03%-98.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $570 | $2,099-72.8% | $2,737-79.2% | $2,471-76.9% |
| Participant deferral / active EE | $791 | $2,768-71.4% | $3,709-78.7% | $3,740-78.8% |
| Admin fee / account holder | $470 | $2,878-83.7% | $3,845-87.8% | $5,306-91.1% |