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 | $76,678 | $132,239-42.0% | $105,722-27.5% | $273,961-72.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.96% | 10.07%-5.1pp | 12.25%-7.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,236 | $4,867-74.6% | $4,079-69.7% | $4,869-74.6% |
| Participant deferral / active EE | $1,559 | $6,233-75.0% | $5,326-70.7% | $5,287-70.5% |
| Admin fee / account holder | $14,938 | $12,032+24.1% | $8,308+79.8% | $10,132+47.4% |