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 | $15,691 | $91,190-82.8% | $178,490-91.2% | $79,858-80.4% |
| Participation rate | 83.0% | 69.2%+13.8pp | 81.9%+1.1pp | 69.6%+13.3pp |
| Annual return | 13.53% | 24.19%-10.7pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $950 | $3,256-70.8% | $5,011-81.0% | $2,471-61.6% |
| Participant deferral / active EE | $587 | $3,236-81.9% | $5,202-88.7% | $3,740-84.3% |
| Admin fee / account holder | $1,986 | $6,751-70.6% | $13,984-85.8% | $5,306-62.6% |