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 | $72,936 | $78,705-7.3% | $117,854-38.1% | $70,131+4.0% |
| Participation rate | 93.3% | 73.2%+20.1pp | 79.7%+13.7pp | 69.5%+23.8pp |
| Annual return | 14.85% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $933 | $2,223-58.0% | $3,786-75.3% | $2,342-60.2% |
| Participant deferral / active EE | $611 | $3,297-81.5% | $4,482-86.4% | $3,332-81.7% |
| Admin fee / account holder | $658 | $5,065-87.0% | $8,020-91.8% | $4,645-85.8% |