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 | $101,092 | $87,540+15.5% | $75,781+33.4% | $125,391-19.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 3.19% | 13.48%-10.3pp | 9.68%-6.5pp | 282.22%-279.0pp |
| Employer contribution / active EE | $828 | $3,930-78.9% | $3,323-75.1% | $4,866-83.0% |
| Participant deferral / active EE | $675 | $4,229-84.1% | $3,651-81.5% | $5,352-87.4% |
| Admin fee / account holder | $11,265 | $6,502+73.3% | $5,299+112.6% | $9,540+18.1% |