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 | $23,157 | $72,277-68.0% | $101,248-77.1% | $79,858-71.0% |
| Participation rate | 74.6% | 68.5%+6.1pp | 75.8%-1.2pp | 69.6%+4.9pp |
| Annual return | 12.10% | 22.30%-10.2pp | 46.47%-34.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,223 | $2,692+56.9% | $3,660+15.4% | $2,471+70.9% |
| Participant deferral / active EE | $678 | $3,282-79.4% | $4,370-84.5% | $3,740-81.9% |
| Admin fee / account holder | $3,436 | $4,400-21.9% | $5,945-42.2% | $5,306-35.3% |