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 | $27,448 | $95,416-71.2% | $185,823-85.2% | $85,850-68.0% |
| Participation rate | 75.6% | 68.8%+6.8pp | 81.7%-6.1pp | 69.3%+6.2pp |
| Annual return | 15.05% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $798 | $3,314-75.9% | $5,167-84.6% | $2,565-68.9% |
| Participant deferral / active EE | $544 | $3,423-84.1% | $5,568-90.2% | $3,952-86.2% |
| Admin fee / account holder | $3,594 | $7,213-50.2% | $16,237-77.9% | $6,260-42.6% |