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 | $51,251 | $72,404-29.2% | $110,238-53.5% | $64,186-20.2% |
| Participation rate | 78.8% | 73.3%+5.5pp | 79.8%-1.0pp | 69.6%+9.3pp |
| Annual return | 27.08% | -6.29%+33.4pp | 314.74%-287.7pp | 7.63%+19.5pp |
| Employer contribution / active EE | $2,666 | $2,282+16.9% | $3,826-30.3% | $2,381+12.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,763 | $5,664+19.4% | $8,547-20.9% | $4,888+38.4% |