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 | $25,885 | $89,753-71.2% | $107,525-75.9% | $84,808-69.5% |
| Participation rate | 79.4% | 68.1%+11.4pp | 75.1%+4.3pp | 68.3%+11.1pp |
| Annual return | 14.02% | 29.48%-15.5pp | 181.32%-167.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $9,324 | $3,113+199.5% | $3,754+148.4% | $2,631+254.4% |
| Participant deferral / active EE | $436 | $4,056-89.2% | $5,116-91.5% | $4,212-89.6% |
| Admin fee / account holder | $4,146 | $7,222-42.6% | $8,919-53.5% | $7,344-43.5% |