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 | $14,335 | $54,726-73.8% | $68,793-79.2% | $64,186-77.7% |
| Participation rate | 84.7% | 68.0%+16.7pp | 72.2%+12.5pp | 69.6%+15.2pp |
| Annual return | -5.13% | -1.62%-3.5pp | -4.63%-0.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $439 | $1,846-76.2% | $2,625-83.3% | $2,381-81.6% |
| Participant deferral / active EE | $896 | $2,626-65.9% | $3,311-72.9% | $3,470-74.2% |
| Admin fee / account holder | $1,103 | $4,027-72.6% | $5,131-78.5% | $4,888-77.4% |