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 | $126,750 | $99,341+27.6% | $84,750+49.6% | $273,961-53.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.41% | 22.93%-16.5pp | 22.78%-16.4pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,033 | $4,214-75.5% | $3,574-71.1% | $4,869-78.8% |
| Participant deferral / active EE | $994 | $4,269-76.7% | $3,712-73.2% | $5,287-81.2% |
| Admin fee / account holder | $3,716 | $6,644-44.1% | $5,332-30.3% | $10,132-63.3% |