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 | $97,668 | $72,277+35.1% | $101,248-3.5% | $79,858+22.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.38% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $7,670 | $2,692+185.0% | $3,660+109.6% | $2,471+210.4% |
| Participant deferral / active EE | $742 | $3,282-77.4% | $4,370-83.0% | $3,740-80.2% |
| Admin fee / account holder | $977 | $4,400-77.8% | $5,945-83.6% | $5,306-81.6% |