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 | $31,085 | $65,365-52.4% | $92,893-66.5% | $72,985-57.4% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 19.06% | 42.10%-23.0pp | 109.41%-90.4pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,905 | $2,594+50.5% | $3,653+6.9% | $2,440+60.1% |
| Participant deferral / active EE | $1,176 | $3,128-62.4% | $4,236-72.2% | $3,607-67.4% |
| Admin fee / account holder | $780 | $4,251-81.7% | $5,794-86.5% | $5,124-84.8% |