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 | $50,134 | $92,222-45.6% | $76,768-34.7% | $135,375-63.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.01% | 5.46%-1.4pp | 2.43%+1.6pp | 519.73%-515.7pp |
| Employer contribution / active EE | $1,515 | $3,216-52.9% | $2,485-39.0% | $4,779-68.3% |
| Participant deferral / active EE | $1,107 | $4,509-75.4% | $3,852-71.3% | $5,609-80.3% |
| Admin fee / account holder | $1,776 | $10,748-83.5% | $6,675-73.4% | $10,827-83.6% |