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 | $17,024 | $95,266-82.1% | $82,389-79.3% | $142,382-88.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.11% | 25.74%-12.6pp | 28.67%-15.6pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,522 | $2,991-49.1% | $2,517-39.5% | $4,299-64.6% |
| Participant deferral / active EE | $734 | $4,809-84.7% | $4,155-82.3% | $6,507-88.7% |
| Admin fee / account holder | $3,514 | $8,563-59.0% | $7,231-51.4% | $12,624-72.2% |