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 | $30,480 | $45,035-32.3% | $62,995-51.6% | $70,131-56.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.95% | 18.76%-1.8pp | 87.57%-70.6pp | 73.14%-56.2pp |
| Employer contribution / active EE | $2,334 | $2,051+13.8% | $2,759-15.4% | $2,342-0.3% |
| Participant deferral / active EE | $678 | $2,465-72.5% | $3,329-79.6% | $3,332-79.7% |
| Admin fee / account holder | $764 | $2,834-73.1% | $3,600-78.8% | $4,645-83.6% |