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 | $20,071 | $56,277-64.3% | $80,975-75.2% | $62,891-68.1% |
| Participation rate | 93.6% | 69.0%+24.7pp | 75.8%+17.8pp | 69.3%+24.3pp |
| Annual return | 9.62% | 22.12%-12.5pp | 17.10%-7.5pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,493 | $1,943-23.2% | $3,714-59.8% | $2,281-34.5% |
| Participant deferral / active EE | $1,382 | $4,195-67.1% | $5,696-75.7% | $3,203-56.8% |
| Admin fee / account holder | $1,618 | $3,741-56.8% | $5,516-70.7% | $4,296-62.3% |