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 | $37,454 | $81,208-53.9% | $98,907-62.1% | $79,858-53.1% |
| Participation rate | 97.2% | 72.5%+24.7pp | 76.0%+21.2pp | 69.6%+27.6pp |
| Annual return | 12.84% | 60.99%-48.2pp | 196.43%-183.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $469 | $1,960-76.1% | $2,689-82.5% | $2,471-81.0% |
| Participant deferral / active EE | $1,137 | $3,265-65.2% | $4,244-73.2% | $3,740-69.6% |
| Admin fee / account holder | $1,292 | $6,013-78.5% | $6,642-80.5% | $5,306-75.7% |