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 | $79,546 | $52,681+51.0% | $75,781+5.0% | $59,632+33.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.92% | 2.95%-5.9pp | 9.68%-12.6pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $7,154 | $2,193+226.2% | $3,323+115.3% | $2,203+224.8% |
| Participant deferral / active EE | $970 | $2,591-62.6% | $3,651-73.4% | $3,192-69.6% |
| Admin fee / account holder | $21,331 | $3,610+490.9% | $5,299+302.5% | $4,297+396.4% |