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 9-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 | $25,206 | $72,177-65.1% | $115,037-78.1% | $59,632-57.7% |
| Participation rate | 88.1% | 72.6%+15.5pp | 81.4%+6.7pp | 68.7%+19.4pp |
| Annual return | 0.49% | 12.02%-11.5pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $476 | $2,841-83.2% | $4,608-89.7% | $2,203-78.4% |
| Participant deferral / active EE | $977 | $4,783-79.6% | $6,026-83.8% | $3,192-69.4% |
| Admin fee / account holder | $3,922 | $4,927-20.4% | $8,175-52.0% | $4,297-8.7% |