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 | $18,448 | $159,602-88.4% | $150,045-87.7% | $142,382-87.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 16.94% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,290 | $4,961-74.0% | $4,693-72.5% | $4,299-70.0% |
| Participant deferral / active EE | $2,350 | $8,310-71.7% | $7,997-70.6% | $6,507-63.9% |
| Admin fee / account holder | $843 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |