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 | $33,450 | $73,933-54.8% | $96,683-65.4% | $75,163-55.5% |
| Participation rate | 90.0% | 66.4%+23.6pp | 74.3%+15.7pp | 67.2%+22.8pp |
| Annual return | 20.64% | 26.70%-6.1pp | 35.69%-15.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,289 | $2,928-21.8% | $3,737-38.7% | $2,670-14.3% |
| Participant deferral / active EE | $1,309 | $3,659-64.2% | $4,878-73.2% | $4,125-68.3% |
| Admin fee / account holder | $492 | $5,216-90.6% | $6,730-92.7% | $5,651-91.3% |