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 | $13,922 | $111,754-87.5% | $103,333-86.5% | $145,922-90.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.19% | 24.77%-14.6pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $6,649 | $4,212+57.8% | $3,868+71.9% | $4,660+42.7% |
| Participant deferral / active EE | $82 | $5,619-98.5% | $5,057-98.4% | $6,688-98.8% |
| Admin fee / account holder | $1,180 | $9,750-87.9% | $8,355-85.9% | $13,397-91.2% |