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 | $53,836 | $88,707-39.3% | $74,183-27.4% | $273,961-80.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.45% | 11.94%-8.5pp | 17.74%-14.3pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,471 | $3,159-53.5% | $2,370-38.0% | $4,869-69.8% |
| Participant deferral / active EE | $1,043 | $4,212-75.2% | $3,550-70.6% | $5,287-80.3% |
| Admin fee / account holder | $4,117 | $8,717-52.8% | $5,586-26.3% | $10,132-59.4% |