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 | $31,794 | $72,012-55.8% | $185,823-82.9% | $79,858-60.2% |
| Participation rate | 98.0% | 65.8%+32.2pp | 78.0%+19.9pp | 69.6%+28.3pp |
| Annual return | 17.22% | 23.12%-5.9pp | 35.95%-18.7pp | 31.71%-14.5pp |
| Employer contribution / active EE | $4,933 | $1,965+151.1% | $4,087+20.7% | $2,471+99.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,328 | $4,513-26.2% | $9,500-65.0% | $5,306-37.3% |