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 7-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 | $16,200 | $105,126-84.6% | $94,646-82.9% | $139,434-88.4% |
| Participation rate | 88.2% | 82.4%+5.9pp | 80.8%+7.4pp | 80.3%+7.9pp |
| Annual return | 14.23% | 38.03%-23.8pp | 156.71%-142.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,350 | $4,106-67.1% | $3,672-63.2% | $4,751-71.6% |
| Participant deferral / active EE | $1,707 | $7,599-77.5% | $7,418-77.0% | $6,710-74.6% |
| Admin fee / account holder | $2,264 | $8,984-74.8% | $7,231-68.7% | $11,403-80.1% |