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 | $33,857 | $43,327-21.9% | $59,878-43.5% | $64,186-47.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.59% | -1.55%+10.1pp | 3.46%+5.1pp | 7.63%+1.0pp |
| Employer contribution / active EE | $4,821 | $2,028+137.7% | $2,722+77.1% | $2,381+102.5% |
| Participant deferral / active EE | $4 | $2,546-99.9% | $3,402-99.9% | $3,470-99.9% |
| Admin fee / account holder | $1,697 | $3,005-43.5% | $3,590-52.7% | $4,888-65.3% |