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 | $17,406 | $95,416-81.8% | $185,823-90.6% | $85,850-79.7% |
| Participation rate | 86.4% | 68.8%+17.6pp | 81.7%+4.7pp | 69.3%+17.0pp |
| Annual return | 17.74% | 23.59%-5.8pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,161 | $3,314-65.0% | $5,167-77.5% | $2,565-54.7% |
| Participant deferral / active EE | $880 | $3,423-74.3% | $5,568-84.2% | $3,952-77.7% |
| Admin fee / account holder | $2,388 | $7,213-66.9% | $16,237-85.3% | $6,260-61.8% |