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 | $38,060 | $52,279-27.2% | $89,391-57.4% | $79,858-52.3% |
| Participation rate | 92.7% | 57.5%+35.1pp | 68.0%+24.7pp | 69.6%+23.1pp |
| Annual return | 12.09% | 22.16%-10.1pp | 245.62%-233.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $6,492 | $1,572+313.1% | $2,586+151.1% | $2,471+162.8% |
| Participant deferral / active EE | $517 | $2,740-81.1% | $3,890-86.7% | $3,740-86.2% |
| Admin fee / account holder | $1,360 | $3,356-59.5% | $4,881-72.1% | $5,306-74.4% |