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 | $43,668 | $91,190-52.1% | $178,490-75.5% | $79,858-45.3% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 13.55% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,974 | $3,256-39.4% | $5,011-60.6% | $2,471-20.1% |
| Participant deferral / active EE | $682 | $3,236-78.9% | $5,202-86.9% | $3,740-81.8% |
| Admin fee / account holder | $3,977 | $6,751-41.1% | $13,984-71.6% | $5,306-25.1% |