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 | $74,538 | $88,707-16.0% | $74,183+0.5% | $273,961-72.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.72% | 11.94%-8.2pp | 17.74%-14.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,287 | $3,159-59.3% | $2,370-45.7% | $4,869-73.6% |
| Participant deferral / active EE | $1,093 | $4,212-74.0% | $3,550-69.2% | $5,287-79.3% |
| Admin fee / account holder | $11,146 | $8,717+27.9% | $5,586+99.5% | $10,132+10.0% |