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 | $80,783 | $153,772-47.5% | $133,980-39.7% | $273,961-70.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.76% | 36.51%-31.8pp | 29.30%-24.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $4,400 | $6,029-27.0% | $5,211-15.6% | $4,869-9.6% |
| Participant deferral / active EE | $727 | $6,958-89.6% | $6,282-88.4% | $5,287-86.3% |
| Admin fee / account holder | $12,120 | $11,765+3.0% | $9,324+30.0% | $10,132+19.6% |