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 | $14,620 | $49,280-70.3% | $67,313-78.3% | $64,186-77.2% |
| Participation rate | 93.9% | 60.8%+33.2pp | 69.1%+24.9pp | 69.6%+24.4pp |
| Annual return | 8.93% | -1.39%+10.3pp | -4.08%+13.0pp | 7.63%+1.3pp |
| Employer contribution / active EE | $3,323 | $1,668+99.1% | $2,566+29.5% | $2,381+39.6% |
| Participant deferral / active EE | $210 | $2,484-91.5% | $3,568-94.1% | $3,470-93.9% |
| Admin fee / account holder | $2,273 | $3,863-41.2% | $4,507-49.6% | $4,888-53.5% |