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 | $93,308 | $163,101-42.8% | $136,749-31.8% | $142,382-34.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.30% | 27.54%-13.2pp | 24.33%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $794 | $4,117-80.7% | $3,400-76.6% | $4,299-81.5% |
| Participant deferral / active EE | $180 | $5,585-96.8% | $4,692-96.2% | $6,507-97.2% |
| Admin fee / account holder | $7,176 | $14,318-49.9% | $11,386-37.0% | $12,624-43.2% |