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 | $34,861 | $65,041-46.4% | $90,951-61.7% | $79,858-56.3% |
| Participation rate | 90.3% | 61.6%+28.7pp | 69.0%+21.3pp | 69.6%+20.6pp |
| Annual return | 44.96% | 30.45%+14.5pp | 134.60%-89.6pp | 31.71%+13.2pp |
| Employer contribution / active EE | $1,120 | $1,247-10.2% | $2,122-47.2% | $2,471-54.7% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $980 | $4,536-78.4% | $5,959-83.5% | $5,306-81.5% |