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 | $25,724 | $77,503-66.8% | $100,391-74.4% | $80,856-68.2% |
| Participation rate | 86.4% | 76.9%+9.4pp | 81.5%+4.9pp | 67.6%+18.7pp |
| Annual return | 15.75% | 37.20%-21.4pp | 49.20%-33.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,209 | $2,801-56.8% | $3,942-69.3% | $2,755-56.1% |
| Participant deferral / active EE | $2,415 | $6,820-64.6% | $8,082-70.1% | $4,296-43.8% |
| Admin fee / account holder | $1,253 | $5,897-78.7% | $7,899-84.1% | $6,918-81.9% |