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 | $58,800 | $62,586-6.0% | $76,768-23.4% | $64,186-8.4% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | 1.27% | -1.95%+3.2pp | 2.43%-1.2pp | 7.63%-6.4pp |
| Employer contribution / active EE | $800 | $1,832-56.3% | $2,485-67.8% | $2,381-66.4% |
| Participant deferral / active EE | $450 | $3,145-85.7% | $3,852-88.3% | $3,470-87.0% |
| Admin fee / account holder | $2,363 | $4,667-49.4% | $6,675-64.6% | $4,888-51.6% |