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 | $39,986 | $91,552-56.3% | $133,956-70.1% | $79,858-49.9% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | 15.13% | 61.85%-46.7pp | 45.09%-30.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $940 | $2,384-60.6% | $3,919-76.0% | $2,471-62.0% |
| Participant deferral / active EE | $1,541 | $3,733-58.7% | $5,048-69.5% | $3,740-58.8% |
| Admin fee / account holder | $4,710 | $6,321-25.5% | $8,927-47.2% | $5,306-11.2% |