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 | $34,445 | $57,354-39.9% | $83,848-58.9% | $64,186-46.3% |
| Participation rate | 86.5% | 68.6%+17.9pp | 76.1%+10.4pp | 69.6%+17.0pp |
| Annual return | -3.79% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,608 | $2,545-36.8% | $3,631-55.7% | $2,381-32.5% |
| Participant deferral / active EE | $1,214 | $2,993-59.4% | $4,082-70.3% | $3,470-65.0% |
| Admin fee / account holder | $3,075 | $4,046-24.0% | $5,478-43.9% | $4,888-37.1% |