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 4-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 | $38,073 | $87,013-56.2% | $106,213-64.2% | $80,856-52.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.39% | 17.05%-6.7pp | 116.14%-105.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,395 | $2,395-41.8% | $3,171-56.0% | $2,755-49.4% |
| Participant deferral / active EE | $1,365 | $3,986-65.8% | $5,016-72.8% | $4,296-68.2% |
| Admin fee / account holder | $2,658 | $8,431-68.5% | $11,033-75.9% | $6,918-61.6% |