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 | $96,774 | $109,881-11.9% | $150,045-35.5% | $84,808+14.1% |
| Participation rate | 76.1% | 76.1%0pp | 82.3%-6.2pp | 68.3%+7.8pp |
| Annual return | 14.49% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,237 | $3,561-65.3% | $4,693-73.6% | $2,631-53.0% |
| Participant deferral / active EE | $2,091 | $6,636-68.5% | $7,997-73.9% | $4,212-50.4% |
| Admin fee / account holder | $807 | $8,568-90.6% | $13,435-94.0% | $7,344-89.0% |