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 | $24,397 | $45,035-45.8% | $62,995-61.3% | $70,131-65.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.43% | 18.76%-1.3pp | 87.57%-70.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,716 | $2,051+32.4% | $2,759-1.6% | $2,342+15.9% |
| Participant deferral / active EE | $739 | $2,465-70.0% | $3,329-77.8% | $3,332-77.8% |
| Admin fee / account holder | $743 | $2,834-73.8% | $3,600-79.4% | $4,645-84.0% |