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 | $99,588 | $103,376-3.7% | $87,100+14.3% | $152,861-34.9% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 13.80% | 28.10%-14.3pp | 28.19%-14.4pp | 345.32%-331.5pp |
| Employer contribution / active EE | $6,250 | $3,220+94.1% | $2,521+147.9% | $4,762+31.2% |
| Participant deferral / active EE | $456 | $4,778-90.4% | $4,049-88.7% | $5,850-92.2% |
| Admin fee / account holder | $4,227 | $12,205-65.4% | $7,497-43.6% | $11,596-63.5% |