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 | $52,865 | $91,552-42.3% | $133,956-60.5% | $79,858-33.8% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.6%+20.1pp |
| Annual return | 11.11% | 61.85%-50.7pp | 45.09%-34.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $769 | $2,384-67.7% | $3,919-80.4% | $2,471-68.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,394 | $6,321-77.9% | $8,927-84.4% | $5,306-73.7% |