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 | $37,969 | $95,416-60.2% | $185,823-79.6% | $85,850-55.8% |
| Participation rate | 84.1% | 68.8%+15.3pp | 81.7%+2.4pp | 69.3%+14.8pp |
| Annual return | 15.90% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,026 | $3,314-8.7% | $5,167-41.4% | $2,565+18.0% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,490 | $7,213-79.3% | $16,237-90.8% | $6,260-76.2% |