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 | $55,670 | $65,703-15.3% | $94,224-40.9% | $59,632-6.6% |
| Participation rate | 84.3% | 72.1%+12.2pp | 78.8%+5.5pp | 68.7%+15.6pp |
| Annual return | -1.78% | 5.22%-7.0pp | 10.68%-12.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,450 | $2,021+21.2% | $3,587-31.7% | $2,203+11.2% |
| Participant deferral / active EE | $968 | $3,143-69.2% | $4,320-77.6% | $3,192-69.7% |
| Admin fee / account holder | $1,158 | $4,264-72.9% | $6,269-81.5% | $4,297-73.1% |