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 | $87,524 | $88,707-1.3% | $74,183+18.0% | $273,961-68.1% |
| Participation rate | 94.1% | 79.4%+14.7pp | 76.6%+17.5pp | 83.0%+11.1pp |
| Annual return | 5.08% | 11.94%-6.9pp | 17.74%-12.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $6,560 | $3,159+107.6% | $2,370+176.8% | $4,869+34.7% |
| Participant deferral / active EE | $710 | $4,212-83.1% | $3,550-80.0% | $5,287-86.6% |
| Admin fee / account holder | $572 | $8,717-93.4% | $5,586-89.8% | $10,132-94.4% |