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 | $35,469 | $67,606-47.5% | $82,313-56.9% | $70,131-49.4% |
| Participation rate | 94.9% | 72.8%+22.1pp | 76.9%+18.0pp | 69.5%+25.3pp |
| Annual return | 16.63% | 21.57%-4.9pp | 25.88%-9.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,193 | $1,755-32.0% | $2,428-50.9% | $2,342-49.1% |
| Participant deferral / active EE | $1,317 | $2,987-55.9% | $3,706-64.5% | $3,332-60.5% |
| Admin fee / account holder | $2,603 | $4,512-42.3% | $5,608-53.6% | $4,645-44.0% |