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 | $20,141 | $104,664-80.8% | $85,682-76.5% | $167,490-88.0% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.9%+20.1pp | 82.1%+7.9pp |
| Annual return | 15.05% | 21.45%-6.4pp | 21.49%-6.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,001 | $3,337-40.0% | $2,618-23.6% | $4,837-58.6% |
| Participant deferral / active EE | $405 | $4,824-91.6% | $3,923-89.7% | $6,341-93.6% |
| Admin fee / account holder | $1,154 | $10,032-88.5% | $6,873-83.2% | $12,309-90.6% |