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 | $49,333 | $61,660-20.0% | $80,019-38.3% | $64,186-23.1% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.8%+22.4pp | 69.6%+28.6pp |
| Annual return | 22.71% | -0.33%+23.0pp | 11.22%+11.5pp | 7.63%+15.1pp |
| Employer contribution / active EE | $19,970 | $1,810+1003.0% | $2,468+709.2% | $2,381+738.8% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $435 | $5,417-92.0% | $6,521-93.3% | $4,888-91.1% |