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 | $26,520 | $98,750-73.1% | $149,696-82.3% | $79,858-66.8% |
| Participation rate | 92.4% | 75.8%+16.7pp | 82.5%+9.9pp | 69.6%+22.8pp |
| Annual return | 19.93% | 27.43%-7.5pp | 276.60%-256.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $2,037 | $3,216-36.7% | $4,644-56.1% | $2,471-17.6% |
| Participant deferral / active EE | $1,767 | $5,680-68.9% | $6,842-74.2% | $3,740-52.8% |
| Admin fee / account holder | $2,640 | $6,053-56.4% | $9,309-71.6% | $5,306-50.3% |