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 | $71,818 | $125,758-42.9% | $169,993-57.8% | $75,163-4.5% |
| Participation rate | 95.2% | 83.6%+11.6pp | 87.0%+8.2pp | 67.2%+28.0pp |
| Annual return | 13.98% | 27.20%-13.2pp | 53.37%-39.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,564 | $4,615-66.1% | $6,785-76.9% | $2,670-41.4% |
| Participant deferral / active EE | $3,042 | $6,837-55.5% | $10,408-70.8% | $4,125-26.3% |
| Admin fee / account holder | $1,936 | $8,173-76.3% | $12,815-84.9% | $5,651-65.7% |