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 | $57,597 | $67,894-15.2% | $89,340-35.5% | $82,448-30.1% |
| Participation rate | 93.4% | 64.0%+29.4pp | 69.6%+23.9pp | 68.1%+25.4pp |
| Annual return | 13.95% | 19.21%-5.3pp | 20.57%-6.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,951 | $1,828+61.4% | $2,231+32.2% | $2,551+15.7% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,202 | $5,723-44.1% | $6,704-52.2% | $7,234-55.7% |