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 | $87,475 | $62,586+39.8% | $76,768+13.9% | $64,186+36.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.60% | -1.95%-1.7pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,991 | $1,832+117.8% | $2,485+60.6% | $2,381+67.6% |
| Participant deferral / active EE | $554 | $3,145-82.4% | $3,852-85.6% | $3,470-84.0% |
| Admin fee / account holder | $8,049 | $4,667+72.5% | $6,675+20.6% | $4,888+64.7% |