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 | $86,959 | $101,724-14.5% | $164,813-47.2% | $80,856+7.5% |
| Participation rate | 88.2% | 71.8%+16.4pp | 78.6%+9.6pp | 67.6%+20.6pp |
| Annual return | 19.74% | 16.72%+3.0pp | 69.93%-50.2pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,176 | $2,953-60.2% | $4,341-72.9% | $2,755-57.3% |
| Participant deferral / active EE | $744 | $4,477-83.4% | $6,031-87.7% | $4,296-82.7% |
| Admin fee / account holder | $2,931 | $8,227-64.4% | $12,690-76.9% | $6,918-57.6% |