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 | $80,599 | $99,652-19.1% | $78,778+2.3% | $147,584-45.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 9.98% | 47.28%-37.3pp | 35.62%-25.6pp | 578.55%-568.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $667 | $3,664-81.8% | $2,958-77.4% | $5,439-87.7% |
| Admin fee / account holder | $2,036 | $7,155-71.5% | $5,134-60.3% | $10,885-81.3% |