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 | $21,264 | $132,634-84.0% | $115,768-81.6% | $137,256-84.5% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.4%+18.5pp | 80.0%+12.9pp |
| Annual return | 11.47% | 160.70%-149.2pp | 100.46%-89.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,216 | $3,360-34.0% | $2,940-24.6% | $4,156-46.7% |
| Participant deferral / active EE | $1,126 | $5,619-80.0% | $4,917-77.1% | $6,407-82.4% |
| Admin fee / account holder | $2,508 | $15,028-83.3% | $12,439-79.8% | $12,270-79.6% |