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 | $77,792 | $58,828+32.2% | $77,999-0.3% | $62,891+23.7% |
| Participation rate | 81.1% | 71.1%+10.1pp | 75.5%+5.6pp | 69.3%+11.8pp |
| Annual return | 7.00% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,115 | $2,686-58.5% | $3,497-68.1% | $3,203-65.2% |
| Admin fee / account holder | $408 | $4,393-90.7% | $5,480-92.6% | $4,296-90.5% |