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 | $64,661 | $91,190-29.1% | $178,490-63.8% | $79,858-19.0% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 12.95% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $3,793 | $3,256+16.5% | $5,011-24.3% | $2,471+53.5% |
| Participant deferral / active EE | $832 | $3,236-74.3% | $5,202-84.0% | $3,740-77.8% |
| Admin fee / account holder | $1,115 | $6,751-83.5% | $13,984-92.0% | $5,306-79.0% |