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 | $26,072 | $103,376-74.8% | $87,100-70.1% | $152,861-82.9% |
| Participation rate | 86.7% | 79.3%+7.3pp | 76.9%+9.8pp | 82.4%+4.2pp |
| Annual return | 16.63% | 28.10%-11.5pp | 28.19%-11.6pp | 345.32%-328.7pp |
| Employer contribution / active EE | $3,066 | $3,220-4.8% | $2,521+21.6% | $4,762-35.6% |
| Participant deferral / active EE | $1,506 | $4,778-68.5% | $4,049-62.8% | $5,850-74.3% |
| Admin fee / account holder | $4,692 | $12,205-61.6% | $7,497-37.4% | $11,596-59.5% |