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 | $22,716 | $85,202-73.3% | $172,739-86.8% | $72,985-68.9% |
| Participation rate | 78.6% | 70.1%+8.5pp | 82.6%-4.1pp | 69.5%+9.1pp |
| Annual return | 23.79% | 27.32%-3.5pp | 802.84%-779.1pp | 81.00%-57.2pp |
| Employer contribution / active EE | $745 | $3,324-77.6% | $5,143-85.5% | $2,440-69.5% |
| Participant deferral / active EE | $626 | $3,260-80.8% | $5,198-88.0% | $3,607-82.7% |
| Admin fee / account holder | $1,136 | $5,884-80.7% | $13,954-91.9% | $5,124-77.8% |