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 | $54,885 | $86,286-36.4% | $111,297-50.7% | $85,850-36.1% |
| Participation rate | 87.2% | 73.3%+13.9pp | 77.3%+9.9pp | 69.3%+17.9pp |
| Annual return | 14.71% | 19.99%-5.3pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $6,383 | $2,043+212.4% | $2,731+133.7% | $2,565+148.8% |
| Participant deferral / active EE | $1,500 | $3,641-58.8% | $4,487-66.6% | $3,952-62.0% |
| Admin fee / account holder | $5,092 | $8,188-37.8% | $7,964-36.1% | $6,260-18.7% |