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 | $29,259 | $73,933-60.4% | $96,683-69.7% | $75,163-61.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.99% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $6,839 | $2,928+133.6% | $3,737+83.0% | $2,670+156.2% |
| Participant deferral / active EE | $789 | $3,659-78.4% | $4,878-83.8% | $4,125-80.9% |
| Admin fee / account holder | $921 | $5,216-82.3% | $6,730-86.3% | $5,651-83.7% |