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 | $38,579 | $50,958-24.3% | $74,550-48.3% | $64,186-39.9% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.1%+20.3pp | 69.6%+19.9pp |
| Annual return | -5.62% | -1.86%-3.8pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $395 | $1,115-64.6% | $1,961-79.9% | $2,381-83.4% |
| Participant deferral / active EE | $954 | $2,301-58.5% | $3,108-69.3% | $3,470-72.5% |
| Admin fee / account holder | $3,732 | $4,223-11.6% | $5,060-26.2% | $4,888-23.6% |