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 | $44,965 | $101,724-55.8% | $164,813-72.7% | $80,856-44.4% |
| Participation rate | 97.1% | 71.8%+25.3pp | 78.6%+18.5pp | 67.6%+29.5pp |
| Annual return | 15.58% | 16.72%-1.1pp | 69.93%-54.3pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,726 | $2,953+26.2% | $4,341-14.2% | $2,755+35.3% |
| Participant deferral / active EE | $1,428 | $4,477-68.1% | $6,031-76.3% | $4,296-66.8% |
| Admin fee / account holder | $673 | $8,227-91.8% | $12,690-94.7% | $6,918-90.3% |