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 | $43,436 | $125,758-65.5% | $169,993-74.4% | $75,163-42.2% |
| Participation rate | 82.7% | 83.6%-0.9pp | 87.0%-4.3pp | 67.2%+15.5pp |
| Annual return | 18.24% | 27.20%-9.0pp | 53.37%-35.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,331 | $4,615-49.5% | $6,785-65.6% | $2,670-12.7% |
| Participant deferral / active EE | $2,991 | $6,837-56.3% | $10,408-71.3% | $4,125-27.5% |
| Admin fee / account holder | $4,811 | $8,173-41.1% | $12,815-62.5% | $5,651-14.9% |