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 | $88,071 | $95,862-8.1% | $79,550+10.7% | $134,475-34.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 5.34% | -2.69%+8.0pp | 0.16%+5.2pp | 417.96%-412.6pp |
| Employer contribution / active EE | $9,077 | $3,128+190.2% | $2,413+276.2% | $4,740+91.5% |
| Participant deferral / active EE | $752 | $4,693-84.0% | $3,985-81.1% | $6,400-88.2% |
| Admin fee / account holder | $3,265 | $9,126-64.2% | $6,832-52.2% | $11,426-71.4% |