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 | $17,009 | $53,822-68.4% | $75,696-77.5% | $85,850-80.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.46% | 24.54%-6.1pp | 104.53%-86.1pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,358 | $2,017-32.7% | $2,743-50.5% | $2,565-47.1% |
| Participant deferral / active EE | $302 | $2,895-89.6% | $3,821-92.1% | $3,952-92.4% |
| Admin fee / account holder | $2,945 | $3,343-11.9% | $3,619-18.6% | $6,260-52.9% |