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 | $62,331 | $99,341-37.3% | $84,750-26.5% | $273,961-77.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.73% | 22.93%-18.2pp | 22.78%-18.1pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,222 | $4,214-71.0% | $3,574-65.8% | $4,869-74.9% |
| Participant deferral / active EE | $387 | $4,269-90.9% | $3,712-89.6% | $5,287-92.7% |
| Admin fee / account holder | $13,579 | $6,644+104.4% | $5,332+154.7% | $10,132+34.0% |