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 | $56,842 | $110,261-48.4% | $95,745-40.6% | $139,434-59.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 13.42% | 27.11%-13.7pp | 28.35%-14.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $538 | $3,257-83.5% | $2,835-81.0% | $4,751-88.7% |
| Participant deferral / active EE | $281 | $4,676-94.0% | $4,245-93.4% | $6,710-95.8% |
| Admin fee / account holder | $6,915 | $6,613+4.6% | $5,678+21.8% | $11,403-39.4% |