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 | $23,418 | $89,355-73.8% | $141,162-83.4% | $72,985-67.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.54% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,070 | $3,114-65.6% | $4,735-77.4% | $2,440-56.1% |
| Participant deferral / active EE | $2,209 | $5,418-59.2% | $6,709-67.1% | $3,607-38.8% |
| Admin fee / account holder | $774 | $5,958-87.0% | $10,261-92.5% | $5,124-84.9% |