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 | $83,756 | $53,777+55.7% | $134,143-37.6% | $79,858+4.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.90% | 19.01%-6.1pp | 36.33%-23.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $865 | $1,321-34.5% | $3,704-76.6% | $2,471-65.0% |
| Participant deferral / active EE | $106 | $2,420-95.6% | $3,499-97.0% | $3,740-97.2% |
| Admin fee / account holder | $11,831 | $3,984+196.9% | $6,684+77.0% | $5,306+123.0% |