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 | $21,283 | $127,065-83.3% | $113,168-81.2% | $142,382-85.1% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 16.71% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $853 | $3,442-75.2% | $2,975-71.3% | $4,299-80.2% |
| Participant deferral / active EE | $1,604 | $5,716-71.9% | $5,107-68.6% | $6,507-75.4% |
| Admin fee / account holder | $1,681 | $15,736-89.3% | $12,068-86.1% | $12,624-86.7% |