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 | $20,904 | $63,346-67.0% | $92,233-77.3% | $70,131-70.2% |
| Participation rate | 98.2% | 68.7%+29.5pp | 76.5%+21.7pp | 69.5%+28.6pp |
| Annual return | 15.39% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $727 | $2,471-70.6% | $3,679-80.2% | $2,342-69.0% |
| Participant deferral / active EE | $1,086 | $2,854-61.9% | $3,897-72.1% | $3,332-67.4% |
| Admin fee / account holder | $1,458 | $3,840-62.0% | $5,194-71.9% | $4,645-68.6% |