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 9-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 | $32,076 | $62,573-48.7% | $85,682-62.6% | $85,850-62.6% |
| Participation rate | 84.3% | 61.1%+23.2pp | 69.9%+14.5pp | 69.3%+15.0pp |
| Annual return | 31.70% | 23.77%+7.9pp | 21.49%+10.2pp | 318.53%-286.8pp |
| Employer contribution / active EE | $1,809 | $1,757+2.9% | $2,618-30.9% | $2,565-29.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,708 | $4,640-20.1% | $6,873-46.0% | $6,260-40.8% |