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 | $17,313 | $99,341-82.6% | $84,750-79.6% | $273,961-93.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.37% | 22.93%-20.6pp | 22.78%-20.4pp | 41.45%-39.1pp |
| Employer contribution / active EE | $5,879 | $4,214+39.5% | $3,574+64.5% | $4,869+20.8% |
| Participant deferral / active EE | $271 | $4,269-93.7% | $3,712-92.7% | $5,287-94.9% |
| Admin fee / account holder | $977 | $6,644-85.3% | $5,332-81.7% | $10,132-90.4% |