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 3-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 | $2,509 | $25,014-90.0% | $69,647-96.4% | $80,856-96.9% |
| Participation rate | 70.4% | 64.2%+6.2pp | 66.5%+4.0pp | 67.6%+2.8pp |
| Annual return | 17.40% | 19.07%-1.7pp | 100.48%-83.1pp | 35.59%-18.2pp |
| Employer contribution / active EE | $361 | $993-63.6% | $1,712-78.9% | $2,755-86.9% |
| Participant deferral / active EE | $697 | $1,839-62.1% | $2,886-75.9% | $4,296-83.8% |
| Admin fee / account holder | $600 | $2,488-75.9% | $4,713-87.3% | $6,918-91.3% |