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 | $32,835 | $81,208-59.6% | $98,907-66.8% | $79,858-58.9% |
| Participation rate | 85.1% | 72.5%+12.6pp | 76.0%+9.1pp | 69.6%+15.5pp |
| Annual return | 17.91% | 60.99%-43.1pp | 196.43%-178.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $496 | $1,960-74.7% | $2,689-81.5% | $2,471-79.9% |
| Participant deferral / active EE | $524 | $3,265-83.9% | $4,244-87.6% | $3,740-86.0% |
| Admin fee / account holder | $706 | $6,013-88.3% | $6,642-89.4% | $5,306-86.7% |