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 | $69,378 | $86,286-19.6% | $111,297-37.7% | $85,850-19.2% |
| Participation rate | 78.6% | 73.3%+5.2pp | 77.3%+1.3pp | 69.3%+9.3pp |
| Annual return | 17.32% | 19.99%-2.7pp | 54.65%-37.3pp | 318.53%-301.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $536 | $3,641-85.3% | $4,487-88.0% | $3,952-86.4% |
| Admin fee / account holder | $1,202 | $8,188-85.3% | $7,964-84.9% | $6,260-80.8% |