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 | $75,383 | $52,681+43.1% | $75,781-0.5% | $59,632+26.4% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.8%+21.9pp | 68.7%+29.1pp |
| Annual return | -1.47% | 2.95%-4.4pp | 9.68%-11.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $494 | $2,193-77.5% | $3,323-85.1% | $2,203-77.6% |
| Participant deferral / active EE | $860 | $2,591-66.8% | $3,651-76.5% | $3,192-73.1% |
| Admin fee / account holder | $11,708 | $3,610+224.3% | $5,299+120.9% | $4,297+172.5% |