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 | $22,952 | $56,484-59.4% | $169,463-86.5% | $64,186-64.2% |
| Participation rate | 97.9% | 64.5%+33.4pp | 77.8%+20.1pp | 69.6%+28.3pp |
| Annual return | 21.32% | -1.55%+22.9pp | 1.83%+19.5pp | 7.63%+13.7pp |
| Employer contribution / active EE | $3,090 | $1,832+68.6% | $4,159-25.7% | $2,381+29.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $755 | $4,174-81.9% | $9,109-91.7% | $4,888-84.6% |