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 | $67,667 | $62,586+8.1% | $76,768-11.9% | $64,186+5.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -0.69% | -1.95%+1.3pp | 2.43%-3.1pp | 7.63%-8.3pp |
| Employer contribution / active EE | $2,968 | $1,832+62.0% | $2,485+19.4% | $2,381+24.7% |
| Participant deferral / active EE | $1,343 | $3,145-57.3% | $3,852-65.1% | $3,470-61.3% |
| Admin fee / account holder | $1,314 | $4,667-71.8% | $6,675-80.3% | $4,888-73.1% |