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 | $91,390 | $109,359-16.4% | $162,163-43.6% | $72,985+25.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.48% | 25.46%-3.0pp | 115.59%-93.1pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,731 | $3,907-4.5% | $5,614-33.5% | $2,440+52.9% |
| Participant deferral / active EE | $1,277 | $5,481-76.7% | $7,298-82.5% | $3,607-64.6% |
| Admin fee / account holder | $11,686 | $7,972+46.6% | $10,843+7.8% | $5,124+128.0% |