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 | $20,859 | $73,867-71.8% | $143,757-85.5% | $68,494-69.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 5.52% | 1.01%+4.5pp | -0.04%+5.6pp | -7.84%+13.4pp |
| Employer contribution / active EE | $1,226 | $3,184-61.5% | $4,951-75.2% | $2,596-52.8% |
| Participant deferral / active EE | $493 | $3,384-85.4% | $5,637-91.3% | $4,027-87.8% |
| Admin fee / account holder | $1,135 | $5,755-80.3% | $14,673-92.3% | $5,403-79.0% |