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 | $41,070 | $81,460-49.6% | $103,333-60.3% | $80,856-49.2% |
| Participation rate | 84.4% | 66.8%+17.5pp | 74.5%+9.9pp | 67.6%+16.7pp |
| Annual return | 11.05% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $15,496 | $3,105+399.0% | $3,868+300.6% | $2,755+462.5% |
| Participant deferral / active EE | $890 | $3,869-77.0% | $5,057-82.4% | $4,296-79.3% |
| Admin fee / account holder | $5,049 | $6,566-23.1% | $8,355-39.6% | $6,918-27.0% |