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 | $45,627 | $78,422-41.8% | $95,952-52.4% | $79,858-42.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.12% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,526 | $1,945-21.5% | $2,541-39.9% | $2,471-38.2% |
| Participant deferral / active EE | $1,491 | $3,440-56.7% | $4,167-64.2% | $3,740-60.1% |
| Admin fee / account holder | $3,784 | $5,622-32.7% | $6,795-44.3% | $5,306-28.7% |