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 | $18,053 | $49,177-63.3% | $79,464-77.3% | $64,186-71.9% |
| Participation rate | 98.4% | 65.0%+33.4pp | 73.3%+25.1pp | 69.6%+28.8pp |
| Annual return | -3.47% | -1.16%-2.3pp | 718.14%-721.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $557 | $2,076-73.2% | $2,800-80.1% | $2,381-76.6% |
| Participant deferral / active EE | $684 | $2,821-75.8% | $3,704-81.5% | $3,470-80.3% |
| Admin fee / account holder | $3,701 | $3,839-3.6% | $5,113-27.6% | $4,888-24.3% |