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 | $47,998 | $46,674+2.8% | $117,472-59.1% | $68,494-29.9% |
| Participation rate | 95.5% | 56.8%+38.7pp | 70.6%+24.9pp | 67.9%+27.6pp |
| Annual return | -6.13% | -14.52%+8.4pp | 29.74%-35.9pp | -7.84%+1.7pp |
| Employer contribution / active EE | $855 | $1,505-43.2% | $4,176-79.5% | $2,596-67.1% |
| Participant deferral / active EE | $221 | $2,636-91.6% | $4,070-94.6% | $4,027-94.5% |
| Admin fee / account holder | $1,436 | $4,020-64.3% | $5,645-74.6% | $5,403-73.4% |