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 | $52,672 | $67,411-21.9% | $91,001-42.1% | $70,131-24.9% |
| Participation rate | 81.8% | 71.4%+10.5pp | 75.6%+6.2pp | 69.5%+12.3pp |
| Annual return | 13.16% | -40.16%+53.3pp | 4.60%+8.6pp | 73.14%-60.0pp |
| Employer contribution / active EE | $3,373 | $1,786+88.9% | $2,456+37.4% | $2,342+44.0% |
| Participant deferral / active EE | $715 | $2,823-74.7% | $3,547-79.8% | $3,332-78.5% |
| Admin fee / account holder | $9,086 | $4,236+114.5% | $5,417+67.7% | $4,645+95.6% |