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 | $30,300 | $55,706-45.6% | $75,886-60.1% | $72,985-58.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 16.74% | 27.59%-10.8pp | 30.76%-14.0pp | 81.00%-64.3pp |
| Employer contribution / active EE | $5,828 | $1,687+245.6% | $2,500+133.1% | $2,440+138.9% |
| Participant deferral / active EE | $559 | $2,634-78.8% | $3,603-84.5% | $3,607-84.5% |
| Admin fee / account holder | $1,237 | $3,978-68.9% | $5,418-77.2% | $5,124-75.9% |