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 | $71,984 | $94,625-23.9% | $116,228-38.1% | $84,808-15.1% |
| Participation rate | 71.0% | 70.4%+0.5pp | 74.6%-3.6pp | 68.3%+2.7pp |
| Annual return | 14.04% | 20.40%-6.4pp | 90.06%-76.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $612 | $3,972-84.6% | $4,953-87.6% | $4,212-85.5% |
| Admin fee / account holder | $694 | $10,091-93.1% | $11,989-94.2% | $7,344-90.6% |