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 | $60,007 | $115,770-48.2% | $101,248-40.7% | $158,922-62.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.12% | 56.14%-41.0pp | 46.47%-31.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,395 | $4,175-66.6% | $3,660-61.9% | $4,761-70.7% |
| Participant deferral / active EE | $1,026 | $4,957-79.3% | $4,370-76.5% | $5,982-82.8% |
| Admin fee / account holder | $327 | $7,245-95.5% | $5,945-94.5% | $11,246-97.1% |