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 | $31,218 | $65,041-52.0% | $90,951-65.7% | $79,858-60.9% |
| Participation rate | 82.9% | 61.6%+21.3pp | 69.0%+13.9pp | 69.6%+13.3pp |
| Annual return | 23.12% | 30.45%-7.3pp | 134.60%-111.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,046 | $1,247-16.1% | $2,122-50.7% | $2,471-57.7% |
| Participant deferral / active EE | $448 | $2,512-82.1% | $3,373-86.7% | $3,740-88.0% |
| Admin fee / account holder | $1,924 | $4,536-57.6% | $5,959-67.7% | $5,306-63.7% |