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 | $50,635 | $81,460-37.8% | $103,333-51.0% | $80,856-37.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 36.69% | 25.55%+11.1pp | 24.88%+11.8pp | 35.59%+1.1pp |
| Employer contribution / active EE | $3,040 | $3,105-2.1% | $3,868-21.4% | $2,755+10.4% |
| Participant deferral / active EE | $911 | $3,869-76.4% | $5,057-82.0% | $4,296-78.8% |
| Admin fee / account holder | $5,018 | $6,566-23.6% | $8,355-39.9% | $6,918-27.5% |