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 | $95,453-54.2% | $112,040-60.9% | $82,448-46.9% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.5%+10.6pp | 68.1%+19.0pp |
| Annual return | 12.48% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,614 | $2,318+55.9% | $2,954+22.3% | $2,551+41.7% |
| Participant deferral / active EE | $1,795 | $4,224-57.5% | $5,098-64.8% | $4,139-56.6% |
| Admin fee / account holder | $2,941 | $9,013-67.4% | $12,098-75.7% | $7,234-59.3% |