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 | $221,601 | $167,307+32.5% | $143,757+54.1% | $134,475+64.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.40% | 0.46%+1.9pp | -0.04%+2.4pp | 417.96%-415.6pp |
| Employer contribution / active EE | $10,574 | $5,619+88.2% | $4,951+113.6% | $4,740+123.1% |
| Participant deferral / active EE | $514 | $6,446-92.0% | $5,637-90.9% | $6,400-92.0% |
| Admin fee / account holder | $6,545 | $18,088-63.8% | $14,673-55.4% | $11,426-42.7% |