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 | $43,763 | $95,803-54.3% | $113,168-61.3% | $84,808-48.4% |
| Participation rate | 87.1% | 72.9%+14.2pp | 76.6%+10.5pp | 68.3%+18.8pp |
| Annual return | 12.48% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,614 | $2,360+53.1% | $2,975+21.5% | $2,631+37.3% |
| Participant deferral / active EE | $1,795 | $4,242-57.7% | $5,107-64.9% | $4,212-57.4% |
| Admin fee / account holder | $2,941 | $8,989-67.3% | $12,068-75.6% | $7,344-59.9% |