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 | $45,359 | $104,251-56.5% | $91,001-50.2% | $147,584-69.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.72% | 27.06%-18.3pp | 4.60%+4.1pp | 578.55%-569.8pp |
| Employer contribution / active EE | $732 | $3,116-76.5% | $2,456-70.2% | $4,876-85.0% |
| Participant deferral / active EE | $887 | $4,195-78.9% | $3,547-75.0% | $5,439-83.7% |
| Admin fee / account holder | $5,131 | $8,948-42.7% | $5,417-5.3% | $10,885-52.9% |