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 | $36,137 | $78,672-54.1% | $109,143-66.9% | $85,850-57.9% |
| Participation rate | 83.9% | 68.3%+15.6pp | 75.9%+8.0pp | 69.3%+14.6pp |
| Annual return | 12.95% | 25.09%-12.1pp | 25.75%-12.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $677 | $2,735-75.3% | $3,722-81.8% | $2,565-73.6% |
| Participant deferral / active EE | $1,273 | $3,467-63.3% | $4,653-72.6% | $3,952-67.8% |
| Admin fee / account holder | $6,966 | $5,469+27.4% | $6,752+3.2% | $6,260+11.3% |