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 7-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 | $8,565 | $58,208-85.3% | $81,812-89.5% | $80,856-89.4% |
| Participation rate | 85.2% | 63.4%+21.8pp | 72.3%+12.8pp | 67.6%+17.5pp |
| Annual return | 15.49% | 41.66%-26.2pp | 773.79%-758.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,456 | $2,340-37.8% | $2,912-50.0% | $2,755-47.1% |
| Participant deferral / active EE | $596 | $3,281-81.8% | $4,319-86.2% | $4,296-86.1% |
| Admin fee / account holder | $1,196 | $4,981-76.0% | $7,386-83.8% | $6,918-82.7% |