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 | $140,573 | $136,307+3.1% | $106,619+31.8% | $273,961-48.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.02% | 11.05%-7.0pp | 9.42%-5.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,537 | $5,190-70.4% | $3,947-61.0% | $4,869-68.4% |
| Participant deferral / active EE | $1,139 | $4,969-77.1% | $3,930-71.0% | $5,287-78.5% |
| Admin fee / account holder | $4,401 | $8,625-49.0% | $6,418-31.4% | $10,132-56.6% |