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 | $65,059 | $88,707-26.7% | $74,183-12.3% | $273,961-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.69% | 11.94%-7.3pp | 17.74%-13.0pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,583 | $3,159+13.4% | $2,370+51.2% | $4,869-26.4% |
| Participant deferral / active EE | $46 | $4,212-98.9% | $3,550-98.7% | $5,287-99.1% |
| Admin fee / account holder | $670 | $8,717-92.3% | $5,586-88.0% | $10,132-93.4% |