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 | $60,041 | $110,094-45.5% | $151,611-60.4% | $68,494-12.3% |
| Participation rate | 89.3% | 84.0%+5.3pp | 87.5%+1.8pp | 67.9%+21.4pp |
| Annual return | -13.47% | -10.12%-3.4pp | 3.33%-16.8pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,685 | $4,471-62.3% | $6,166-72.7% | $2,596-35.1% |
| Participant deferral / active EE | $2,412 | $6,527-63.1% | $8,363-71.2% | $4,027-40.1% |
| Admin fee / account holder | $866 | $7,719-88.8% | $11,616-92.5% | $5,403-84.0% |