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 | $44,510 | $100,041-55.5% | $149,718-70.3% | $70,131-36.5% |
| Participation rate | 76.0% | 83.6%-7.6pp | 87.1%-11.1pp | 69.5%+6.5pp |
| Annual return | 14.54% | 27.43%-12.9pp | 1501.63%-1487.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,718 | $3,662-53.1% | $5,445-68.4% | $2,342-26.6% |
| Participant deferral / active EE | $1,971 | $4,983-60.4% | $6,569-70.0% | $3,332-40.8% |
| Admin fee / account holder | $1,920 | $8,286-76.8% | $11,283-83.0% | $4,645-58.7% |