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 | $26,095 | $98,750-73.6% | $149,696-82.6% | $79,858-67.3% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 36.09% | 27.43%+8.7pp | 276.60%-240.5pp | 31.71%+4.4pp |
| Employer contribution / active EE | $735 | $3,216-77.2% | $4,644-84.2% | $2,471-70.3% |
| Participant deferral / active EE | $2,114 | $5,680-62.8% | $6,842-69.1% | $3,740-43.5% |
| Admin fee / account holder | $873 | $6,053-85.6% | $9,309-90.6% | $5,306-83.5% |