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 | $33,899 | $99,341-65.9% | $84,750-60.0% | $273,961-87.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.11% | 22.93%-14.8pp | 22.78%-14.7pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,834 | $4,214-9.0% | $3,574+7.3% | $4,869-21.3% |
| Participant deferral / active EE | $900 | $4,269-78.9% | $3,712-75.8% | $5,287-83.0% |
| Admin fee / account holder | $7,909 | $6,644+19.0% | $5,332+48.3% | $10,132-21.9% |