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 | $37,631 | $59,839-37.1% | $81,983-54.1% | $79,858-52.9% |
| Participation rate | 96.4% | 61.6%+34.7pp | 69.2%+27.1pp | 69.6%+26.7pp |
| Annual return | 13.49% | 17.56%-4.1pp | 41.31%-27.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $5,588 | $1,713+226.1% | $2,498+123.7% | $2,471+126.2% |
| Participant deferral / active EE | $519 | $2,695-80.7% | $3,722-86.0% | $3,740-86.1% |
| Admin fee / account holder | $972 | $4,287-77.3% | $5,664-82.8% | $5,306-81.7% |