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 | $33,276 | $91,552-63.7% | $133,956-75.2% | $79,858-58.3% |
| Participation rate | 98.1% | 73.3%+24.7pp | 79.8%+18.2pp | 69.6%+28.4pp |
| Annual return | 12.98% | 61.85%-48.9pp | 45.09%-32.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $683 | $2,384-71.4% | $3,919-82.6% | $2,471-72.4% |
| Participant deferral / active EE | $1,565 | $3,733-58.1% | $5,048-69.0% | $3,740-58.2% |
| Admin fee / account holder | $1,410 | $6,321-77.7% | $8,927-84.2% | $5,306-73.4% |