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 | $71,668 | $99,341-27.9% | $84,750-15.4% | $273,961-73.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.22% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.2pp |
| Employer contribution / active EE | $7,386 | $4,214+75.3% | $3,574+106.6% | $4,869+51.7% |
| Participant deferral / active EE | $437 | $4,269-89.8% | $3,712-88.2% | $5,287-91.7% |
| Admin fee / account holder | $1,937 | $6,644-70.8% | $5,332-63.7% | $10,132-80.9% |