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 | $111,152 | $64,517+72.3% | $81,438+36.5% | $80,874+37.4% |
| Participation rate | 75.0% | 63.9%+11.1pp | 69.5%+5.5pp | 67.6%+7.4pp |
| Annual return | 17.07% | 16.35%+0.7pp | 24.74%-7.7pp | 35.62%-18.6pp |
| Employer contribution / active EE | $0 | $1,982-100.0% | $2,460-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $890 | $3,096-71.3% | $3,883-77.1% | $4,297-79.3% |
| Admin fee / account holder | $17,719 | $5,677+212.1% | $5,764+207.4% | $6,935+155.5% |