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 | $27,788 | $45,566-39.0% | $64,105-56.7% | $59,632-53.4% |
| Participation rate | 81.1% | 60.2%+20.9pp | 68.2%+12.9pp | 68.7%+12.4pp |
| Annual return | 3.48% | 4.95%-1.5pp | 791.24%-787.8pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $5,899 | $934+531.5% | $1,820+224.1% | $2,203+167.8% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,428 | $3,268+4.9% | $4,499-23.8% | $4,297-20.2% |