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 5-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 | $63,000 | $159,602-60.5% | $150,045-58.0% | $142,382-55.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 15.61% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $7,136 | $4,961+43.9% | $4,693+52.1% | $4,299+66.0% |
| Participant deferral / active EE | $779 | $8,310-90.6% | $7,997-90.3% | $6,507-88.0% |
| Admin fee / account holder | $9,388 | $14,846-36.8% | $13,435-30.1% | $12,624-25.6% |