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 | $19,312 | $91,190-78.8% | $178,490-89.2% | $79,858-75.8% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 22.51% | 24.19%-1.7pp | 151.07%-128.6pp | 31.71%-9.2pp |
| Employer contribution / active EE | $1,313 | $3,256-59.7% | $5,011-73.8% | $2,471-46.9% |
| Participant deferral / active EE | $767 | $3,236-76.3% | $5,202-85.2% | $3,740-79.5% |
| Admin fee / account holder | $530 | $6,751-92.2% | $13,984-96.2% | $5,306-90.0% |