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 | $42,922 | $81,446-47.3% | $103,374-58.5% | $80,874-46.9% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 13.62% | 25.57%-11.9pp | 24.89%-11.3pp | 35.62%-22.0pp |
| Employer contribution / active EE | $2,381 | $3,107-23.4% | $3,869-38.5% | $2,756-13.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,641 | $6,715-75.6% | $8,394-80.5% | $6,935-76.3% |