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 | $33,455 | $50,958-34.3% | $74,550-55.1% | $64,186-47.9% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.1%+24.0pp | 69.6%+23.5pp |
| Annual return | 14.24% | -1.86%+16.1pp | 32.53%-18.3pp | 7.63%+6.6pp |
| Employer contribution / active EE | $663 | $1,115-40.5% | $1,961-66.2% | $2,381-72.1% |
| Participant deferral / active EE | $843 | $2,301-63.4% | $3,108-72.9% | $3,470-75.7% |
| Admin fee / account holder | $557 | $4,223-86.8% | $5,060-89.0% | $4,888-88.6% |