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 | $20,078 | $65,365-69.3% | $92,893-78.4% | $72,985-72.5% |
| Participation rate | 73.8% | 68.3%+5.5pp | 76.0%-2.2pp | 69.5%+4.3pp |
| Annual return | 18.30% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $2,578 | $2,594-0.6% | $3,653-29.4% | $2,440+5.7% |
| Participant deferral / active EE | $235 | $3,128-92.5% | $4,236-94.5% | $3,607-93.5% |
| Admin fee / account holder | $986 | $4,251-76.8% | $5,794-83.0% | $5,124-80.8% |