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 | $24,591 | $63,346-61.2% | $92,233-73.3% | $70,131-64.9% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.4pp |
| Annual return | 18.73% | 530.12%-511.4pp | 176.28%-157.6pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,890 | $2,471-23.5% | $3,679-48.6% | $2,342-19.3% |
| Participant deferral / active EE | $440 | $2,854-84.6% | $3,897-88.7% | $3,332-86.8% |
| Admin fee / account holder | $1,844 | $3,840-52.0% | $5,194-64.5% | $4,645-60.3% |