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 | $64,748 | $127,065-49.0% | $113,168-42.8% | $142,382-54.5% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 10.79% | 24.03%-13.2pp | 24.27%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,066 | $3,442-69.0% | $2,975-64.2% | $4,299-75.2% |
| Participant deferral / active EE | $741 | $5,716-87.0% | $5,107-85.5% | $6,507-88.6% |
| Admin fee / account holder | $5,805 | $15,736-63.1% | $12,068-51.9% | $12,624-54.0% |