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 | $45,001 | $86,332-47.9% | $125,175-64.0% | $65,185-31.0% |
| Participation rate | 90.0% | 75.3%+14.7pp | 79.8%+10.2pp | 70.2%+19.8pp |
| Annual return | 19.91% | 27.43%-7.5pp | 43.79%-23.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $2,988 | $2,040+46.5% | $3,865-22.7% | $2,177+37.3% |
| Participant deferral / active EE | $1,451 | $3,537-59.0% | $4,937-70.6% | $3,514-58.7% |
| Admin fee / account holder | $6,970 | $609+1044.1% | $9,702-28.2% | $847+722.8% |