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 | $15,404 | $48,230-68.1% | $67,502-77.2% | $80,856-80.9% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.6%+26.2pp |
| Annual return | 18.67% | 18.28%+0.4pp | 3512.12%-3493.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,271 | $2,020-37.1% | $2,731-53.5% | $2,755-53.9% |
| Participant deferral / active EE | $52 | $2,924-98.2% | $4,000-98.7% | $4,296-98.8% |
| Admin fee / account holder | $409 | $3,681-88.9% | $3,998-89.8% | $6,918-94.1% |