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 | $78,155 | $102,616-23.8% | $81,983-4.7% | $158,922-50.8% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 12.54% | 61.04%-48.5pp | 41.31%-28.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $466 | $3,240-85.6% | $2,498-81.4% | $4,761-90.2% |
| Participant deferral / active EE | $734 | $4,648-84.2% | $3,722-80.3% | $5,982-87.7% |
| Admin fee / account holder | $668 | $8,235-91.9% | $5,664-88.2% | $11,246-94.1% |