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 6-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 | $5,518 | $70,756-92.2% | $65,493-91.6% | $142,382-96.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.48% | 1754.89%-1743.4pp | 982.45%-971.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $303 | $2,881-89.5% | $2,574-88.2% | $4,299-92.9% |
| Participant deferral / active EE | $704 | $4,637-84.8% | $3,961-82.2% | $6,507-89.2% |
| Admin fee / account holder | $622 | $6,559-90.5% | $5,028-87.6% | $12,624-95.1% |