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 | $30,382 | $65,041-53.3% | $90,951-66.6% | $79,858-62.0% |
| Participation rate | 89.5% | 61.6%+27.9pp | 69.0%+20.5pp | 69.6%+19.8pp |
| Annual return | 16.59% | 30.45%-13.9pp | 134.60%-118.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $354 | $1,247-71.6% | $2,122-83.3% | $2,471-85.7% |
| Participant deferral / active EE | $626 | $2,512-75.1% | $3,373-81.5% | $3,740-83.3% |
| Admin fee / account holder | $2,782 | $4,536-38.7% | $5,959-53.3% | $5,306-47.6% |