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 | $35,542 | $65,365-45.6% | $92,893-61.7% | $72,985-51.3% |
| Participation rate | 91.9% | 68.3%+23.6pp | 76.0%+15.9pp | 69.5%+22.4pp |
| Annual return | 22.54% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $7,802 | $2,594+200.7% | $3,653+113.6% | $2,440+219.8% |
| Participant deferral / active EE | $1,030 | $3,128-67.1% | $4,236-75.7% | $3,607-71.4% |
| Admin fee / account holder | $1,563 | $4,251-63.2% | $5,794-73.0% | $5,124-69.5% |