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 | $53,606 | $95,803-44.0% | $113,168-52.6% | $84,808-36.8% |
| Participation rate | 98.0% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.7pp |
| Annual return | 12.94% | 25.00%-12.1pp | 24.27%-11.3pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,200 | $2,360+35.6% | $2,975+7.5% | $2,631+21.6% |
| Participant deferral / active EE | $1,567 | $4,242-63.1% | $5,107-69.3% | $4,212-62.8% |
| Admin fee / account holder | $8,983 | $8,989-0.1% | $12,068-25.6% | $7,344+22.3% |