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 | $13,795 | $48,076-71.3% | $78,689-82.5% | $62,891-78.1% |
| Participation rate | 98.7% | 65.2%+33.5pp | 73.6%+25.1pp | 69.3%+29.4pp |
| Annual return | 5.59% | 31.35%-25.8pp | 62.18%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,409 | $2,015-30.1% | $2,851-50.6% | $2,281-38.2% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,039 | $3,207-67.6% | $4,510-77.0% | $4,296-75.8% |