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 6-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 | $12,920 | $106,584-87.9% | $101,326-87.2% | $142,382-90.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.06% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $420 | $3,956-89.4% | $3,665-88.5% | $4,299-90.2% |
| Participant deferral / active EE | $1,050 | $8,297-87.3% | $7,994-86.9% | $6,507-83.9% |
| Admin fee / account holder | $1,916 | $11,446-83.3% | $11,185-82.9% | $12,624-84.8% |