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 3-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 | $20,350 | $126,519-83.9% | $106,201-80.8% | $145,959-86.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.20% | 225.10%-209.9pp | 116.26%-101.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $9,451 | $3,726+153.7% | $3,170+198.2% | $4,661+102.8% |
| Participant deferral / active EE | $743 | $5,716-87.0% | $5,012-85.2% | $6,689-88.9% |
| Admin fee / account holder | $423 | $17,312-97.6% | $11,039-96.2% | $13,398-96.8% |