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 | $30,523 | $98,750-69.1% | $149,696-79.6% | $79,858-61.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.85% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $3,987 | $3,216+23.9% | $4,644-14.2% | $2,471+61.3% |
| Participant deferral / active EE | $1,952 | $5,680-65.6% | $6,842-71.5% | $3,740-47.8% |
| Admin fee / account holder | $1,633 | $6,053-73.0% | $9,309-82.5% | $5,306-69.2% |