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 | $68,719-16.2% | $91,541-37.1% | $84,808-32.1% |
| Participation rate | 93.4% | 64.5%+28.9pp | 69.8%+23.7pp | 68.3%+25.1pp |
| Annual return | 13.95% | 19.12%-5.2pp | 20.50%-6.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,951 | $1,920+53.7% | $2,505+17.8% | $2,631+12.2% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,202 | $5,786-44.7% | $6,956-54.0% | $7,344-56.4% |