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 | $57,160 | $124,281-54.0% | $109,143-47.6% | $167,490-65.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.76% | 26.04%-12.3pp | 25.75%-12.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $7,637 | $4,207+81.5% | $3,722+105.2% | $4,837+57.9% |
| Participant deferral / active EE | $456 | $5,255-91.3% | $4,653-90.2% | $6,341-92.8% |
| Admin fee / account holder | $7,376 | $7,970-7.5% | $6,752+9.2% | $12,309-40.1% |