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 | $22,880 | $83,337-72.5% | $67,834-66.3% | $273,961-91.6% |
| Participation rate | 90.9% | 76.4%+14.5pp | 68.8%+22.1pp | 83.0%+7.9pp |
| Annual return | 5.29% | 259.45%-254.2pp | 138.47%-133.2pp | 41.45%-36.2pp |
| Employer contribution / active EE | $1,426 | $3,287-56.6% | $2,403-40.7% | $4,869-70.7% |
| Participant deferral / active EE | $864 | $4,088-78.9% | $3,160-72.7% | $5,287-83.7% |
| Admin fee / account holder | $9,267 | $6,752+37.3% | $4,622+100.5% | $10,132-8.5% |