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 | $143,435 | $95,416+50.3% | $185,823-22.8% | $85,850+67.1% |
| Participation rate | 71.0% | 68.8%+2.2pp | 81.7%-10.7pp | 69.3%+1.7pp |
| Annual return | 14.85% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $793 | $3,423-76.8% | $5,568-85.8% | $3,952-79.9% |
| Admin fee / account holder | $1,122 | $7,213-84.4% | $16,237-93.1% | $6,260-82.1% |