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 | $53,266 | $99,341-46.4% | $84,750-37.2% | $273,961-80.6% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 7.32% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.1pp |
| Employer contribution / active EE | $14,016 | $4,214+232.6% | $3,574+292.1% | $4,869+187.9% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,244 | $6,644-81.3% | $5,332-76.7% | $10,132-87.7% |