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 | $23,790 | $72,277-67.1% | $101,248-76.5% | $79,858-70.2% |
| Participation rate | 70.4% | 68.5%+1.9pp | 75.8%-5.4pp | 69.6%+0.7pp |
| Annual return | 15.08% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,938 | $2,692+120.6% | $3,660+62.3% | $2,471+140.3% |
| Participant deferral / active EE | $782 | $3,282-76.2% | $4,370-82.1% | $3,740-79.1% |
| Admin fee / account holder | $1,584 | $4,400-64.0% | $5,945-73.4% | $5,306-70.1% |