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 | $22,992 | $58,523-60.7% | $99,443-76.9% | $72,985-68.5% |
| Participation rate | 96.6% | 64.6%+31.9pp | 73.8%+22.7pp | 69.5%+27.1pp |
| Annual return | 16.27% | 28.51%-12.2pp | 30.72%-14.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $570 | $1,512-62.3% | $2,540-77.6% | $2,440-76.6% |
| Participant deferral / active EE | $12 | $2,606-99.5% | $3,619-99.7% | $3,607-99.7% |
| Admin fee / account holder | $589 | $4,102-85.6% | $6,250-90.6% | $5,124-88.5% |