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 | $22,761 | $49,227-53.8% | $70,449-67.7% | $79,858-71.5% |
| Participation rate | 91.5% | 69.2%+22.4pp | 75.1%+16.5pp | 69.6%+21.9pp |
| Annual return | 14.09% | 30.06%-16.0pp | 109.03%-94.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $435 | $2,099-79.3% | $2,737-84.1% | $2,471-82.4% |
| Participant deferral / active EE | $776 | $2,768-72.0% | $3,709-79.1% | $3,740-79.2% |
| Admin fee / account holder | $2,496 | $2,878-13.3% | $3,845-35.1% | $5,306-53.0% |