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 8-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 | $73,540 | $117,983-37.7% | $101,794-27.8% | $142,382-48.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.06% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $5,612 | $2,773+102.4% | $2,289+145.2% | $4,299+30.5% |
| Participant deferral / active EE | $1,131 | $4,714-76.0% | $4,084-72.3% | $6,507-82.6% |
| Admin fee / account holder | $3,258 | $10,433-68.8% | $8,777-62.9% | $12,624-74.2% |