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 9-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 | $17,874 | $177,572-89.9% | $154,803-88.5% | $142,382-87.4% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 28.23% | 65.07%-36.8pp | 58.88%-30.7pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,410 | $4,810-70.7% | $4,305-67.2% | $4,299-67.2% |
| Participant deferral / active EE | $1,288 | $6,272-79.5% | $5,540-76.7% | $6,507-80.2% |
| Admin fee / account holder | $1,364 | $16,786-91.9% | $14,329-90.5% | $12,624-89.2% |