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 3-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 | $20,387 | $80,717-74.7% | $154,803-86.8% | $84,808-76.0% |
| Participation rate | 78.3% | 66.8%+11.4pp | 78.1%+0.2pp | 68.3%+9.9pp |
| Annual return | 15.38% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,500 | $2,761+63.0% | $4,305+4.5% | $2,631+71.0% |
| Participant deferral / active EE | $477 | $3,303-85.6% | $5,540-91.4% | $4,212-88.7% |
| Admin fee / account holder | $1,323 | $6,746-80.4% | $14,329-90.8% | $7,344-82.0% |