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 6-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 | $38,083 | $109,413-65.2% | $156,263-75.6% | $84,808-55.1% |
| Participation rate | 97.3% | 72.7%+24.6pp | 78.9%+18.4pp | 68.3%+29.0pp |
| Annual return | 20.70% | 20.18%+0.5pp | 59.47%-38.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,863 | $2,907-35.9% | $4,333-57.0% | $2,631-29.2% |
| Participant deferral / active EE | $913 | $4,590-80.1% | $6,158-85.2% | $4,212-78.3% |
| Admin fee / account holder | $384 | $9,357-95.9% | $14,255-97.3% | $7,344-94.8% |