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 | $36,618 | $67,411-45.7% | $91,001-59.8% | $70,131-47.8% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 19.70% | -40.16%+59.9pp | 4.60%+15.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $822 | $1,786-54.0% | $2,456-66.5% | $2,342-64.9% |
| Participant deferral / active EE | $1,203 | $2,823-57.4% | $3,547-66.1% | $3,332-63.9% |
| Admin fee / account holder | $7,066 | $4,236+66.8% | $5,417+30.4% | $4,645+52.1% |