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 | $66,975 | $88,042-23.9% | $138,135-51.5% | $79,858-16.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 21.63% | 20.58%+1.1pp | 20.51%+1.1pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,982 | $3,103-3.9% | $5,587-46.6% | $2,471+20.7% |
| Participant deferral / active EE | $1,047 | $4,704-77.7% | $6,431-83.7% | $3,740-72.0% |
| Admin fee / account holder | $10,075 | $7,791+29.3% | $11,856-15.0% | $5,306+89.9% |