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 | $26,052 | $58,512-55.5% | $84,015-69.0% | $72,985-64.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.96% | 28.93%-10.0pp | 71.31%-52.3pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,103 | $1,163+80.8% | $1,983+6.0% | $2,440-13.8% |
| Participant deferral / active EE | $995 | $2,394-58.4% | $3,239-69.3% | $3,607-72.4% |
| Admin fee / account holder | $900 | $4,569-80.3% | $6,101-85.3% | $5,124-82.4% |