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 | $39,112 | $107,791-63.7% | $90,645-56.9% | $135,375-71.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 12.00% | -0.90%+12.9pp | 1.88%+10.1pp | 519.73%-507.7pp |
| Employer contribution / active EE | $1,601 | $3,018-47.0% | $2,532-36.8% | $4,779-66.5% |
| Participant deferral / active EE | $404 | $3,872-89.6% | $3,425-88.2% | $5,609-92.8% |
| Admin fee / account holder | $3,165 | $5,930-46.6% | $4,994-36.6% | $10,827-70.8% |