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 | $79,715 | $108,825-26.7% | $156,181-49.0% | $82,448-3.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.20% | 20.59%-6.4pp | 64.87%-50.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,976 | $2,870-31.2% | $4,294-54.0% | $2,551-22.6% |
| Participant deferral / active EE | $1,195 | $4,577-73.9% | $6,132-80.5% | $4,139-71.1% |
| Admin fee / account holder | $4,426 | $9,341-52.6% | $14,586-69.7% | $7,234-38.8% |