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 8-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 | $20,977 | $85,790-75.5% | $67,313-68.8% | $135,375-84.5% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 82.6%+8.3pp |
| Annual return | 5.39% | -0.54%+5.9pp | -4.08%+9.5pp | 519.73%-514.3pp |
| Employer contribution / active EE | $1,767 | $3,487-49.3% | $2,566-31.1% | $4,779-63.0% |
| Participant deferral / active EE | $789 | $4,651-83.0% | $3,568-77.9% | $5,609-85.9% |
| Admin fee / account holder | $753 | $6,392-88.2% | $4,507-83.3% | $10,827-93.0% |