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 | $88,913 | $83,477+6.5% | $125,175-29.0% | $72,985+21.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.38% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $14,719 | $2,345+527.6% | $3,865+280.8% | $2,440+503.3% |
| Participant deferral / active EE | $1,584 | $3,585-55.8% | $4,937-67.9% | $3,607-56.1% |
| Admin fee / account holder | $3,656 | $5,517-33.7% | $9,702-62.3% | $5,124-28.7% |