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 | $12,685 | $96,484-86.9% | $75,886-83.3% | $152,861-91.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 69.3%+20.7pp | 82.4%+7.6pp |
| Annual return | 23.03% | 33.98%-11.0pp | 30.76%-7.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,093 | $3,309-36.8% | $2,500-16.3% | $4,762-56.1% |
| Participant deferral / active EE | $321 | $4,553-92.9% | $3,603-91.1% | $5,850-94.5% |
| Admin fee / account holder | $519 | $8,078-93.6% | $5,418-90.4% | $11,596-95.5% |