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 6-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 | $15,720 | $75,828-79.3% | $147,614-89.4% | $59,632-73.6% |
| Participation rate | 89.6% | 71.6%+18.0pp | 84.6%+5.0pp | 68.7%+20.9pp |
| Annual return | 3.27% | 0.37%+2.9pp | 61.98%-58.7pp | 2041.28%-2038.0pp |
| Employer contribution / active EE | $1,205 | $3,485-65.4% | $5,564-78.3% | $2,203-45.3% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,127 | $5,985-47.8% | $11,611-73.1% | $4,297-27.2% |