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 | $44,827 | $58,523-23.4% | $99,443-54.9% | $72,985-38.6% |
| Participation rate | 73.1% | 64.6%+8.4pp | 73.8%-0.8pp | 69.5%+3.6pp |
| Annual return | 19.72% | 28.51%-8.8pp | 30.72%-11.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $523 | $2,606-79.9% | $3,619-85.5% | $3,607-85.5% |
| Admin fee / account holder | $5,843 | $4,102+42.4% | $6,250-6.5% | $5,124+14.0% |