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 9-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 | $54,873 | $80,673-32.0% | $101,326-45.8% | $84,808-35.3% |
| Participation rate | 80.5% | 77.8%+2.7pp | 81.5%-1.0pp | 68.3%+12.2pp |
| Annual return | 16.41% | 38.95%-22.5pp | 36.82%-20.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,958 | $2,698-27.4% | $3,665-46.6% | $2,631-25.6% |
| Participant deferral / active EE | $2,803 | $6,840-59.0% | $7,994-64.9% | $4,212-33.4% |
| Admin fee / account holder | $483 | $12,784-96.2% | $11,185-95.7% | $7,344-93.4% |