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 | $24,510 | $89,753-72.7% | $107,525-77.2% | $84,808-71.1% |
| Participation rate | 80.6% | 68.1%+12.5pp | 75.1%+5.5pp | 68.3%+12.2pp |
| Annual return | 13.94% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $826 | $3,113-73.5% | $3,754-78.0% | $2,631-68.6% |
| Participant deferral / active EE | $1,391 | $4,056-65.7% | $5,116-72.8% | $4,212-67.0% |
| Admin fee / account holder | $634 | $7,222-91.2% | $8,919-92.9% | $7,344-91.4% |