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 | $29,770 | $67,606-56.0% | $82,313-63.8% | $70,131-57.6% |
| Participation rate | 73.9% | 72.8%+1.1pp | 76.9%-3.0pp | 69.5%+4.4pp |
| Annual return | 15.26% | 21.57%-6.3pp | 25.88%-10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $543 | $2,987-81.8% | $3,706-85.3% | $3,332-83.7% |
| Admin fee / account holder | $3,827 | $4,512-15.2% | $5,608-31.8% | $4,645-17.6% |