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 | $56,170 | $72,404-22.4% | $110,238-49.0% | $64,186-12.5% |
| Participation rate | 97.4% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.8pp |
| Annual return | 10.71% | -6.29%+17.0pp | 314.74%-304.0pp | 7.63%+3.1pp |
| Employer contribution / active EE | $4,757 | $2,282+108.5% | $3,826+24.3% | $2,381+99.8% |
| Participant deferral / active EE | $1,505 | $3,469-56.6% | $4,672-67.8% | $3,470-56.6% |
| Admin fee / account holder | $4,670 | $5,664-17.6% | $8,547-45.4% | $4,888-4.5% |