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 | $20,124 | $91,190-77.9% | $178,490-88.7% | $79,858-74.8% |
| Participation rate | 98.3% | 69.2%+29.1pp | 81.9%+16.4pp | 69.6%+28.6pp |
| Annual return | 11.21% | 24.19%-13.0pp | 151.07%-139.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $520 | $3,256-84.0% | $5,011-89.6% | $2,471-79.0% |
| Participant deferral / active EE | $521 | $3,236-83.9% | $5,202-90.0% | $3,740-86.1% |
| Admin fee / account holder | $820 | $6,751-87.8% | $13,984-94.1% | $5,306-84.5% |