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 | $44,563 | $99,341-55.1% | $84,750-47.4% | $273,961-83.7% |
| Participation rate | 82.4% | 80.7%+1.7pp | 76.6%+5.8pp | 83.0%-0.7pp |
| Annual return | 14.23% | 22.93%-8.7pp | 22.78%-8.6pp | 41.45%-27.2pp |
| Employer contribution / active EE | $12,630 | $4,214+199.7% | $3,574+253.4% | $4,869+159.4% |
| Participant deferral / active EE | $406 | $4,269-90.5% | $3,712-89.1% | $5,287-92.3% |
| Admin fee / account holder | $1,990 | $6,644-70.1% | $5,332-62.7% | $10,132-80.4% |