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 | $16,614 | $57,541-71.1% | $95,745-82.6% | $75,163-77.9% |
| Participation rate | 79.2% | 62.5%+16.7pp | 72.3%+6.9pp | 67.2%+12.0pp |
| Annual return | 15.73% | 34.93%-19.2pp | 28.35%-12.6pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $229 | $3,074-92.5% | $4,245-94.6% | $4,125-94.4% |
| Admin fee / account holder | $435 | $4,099-89.4% | $5,678-92.3% | $5,651-92.3% |