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 | $86,182 | $61,660+39.8% | $80,019+7.7% | $64,186+34.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.67% | -0.33%+11.0pp | 11.22%-0.5pp | 7.63%+3.0pp |
| Employer contribution / active EE | $3,665 | $1,810+102.5% | $2,468+48.5% | $2,381+53.9% |
| Participant deferral / active EE | $1,243 | $2,968-58.1% | $3,686-66.3% | $3,470-64.2% |
| Admin fee / account holder | $780 | $5,417-85.6% | $6,521-88.0% | $4,888-84.0% |