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 | $119,471 | $124,281-3.9% | $109,143+9.5% | $167,490-28.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.69% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $23,711 | $4,207+463.6% | $3,722+537.1% | $4,837+390.2% |
| Participant deferral / active EE | $434 | $5,255-91.7% | $4,653-90.7% | $6,341-93.2% |
| Admin fee / account holder | $13,501 | $7,970+69.4% | $6,752+100.0% | $12,309+9.7% |