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 | $14,003 | $75,828-81.5% | $147,614-90.5% | $59,632-76.5% |
| Participation rate | 95.5% | 71.6%+23.9pp | 84.6%+10.8pp | 68.7%+26.8pp |
| Annual return | 1.21% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $1,340 | $3,485-61.5% | $5,564-75.9% | $2,203-39.2% |
| Participant deferral / active EE | $548 | $3,130-82.5% | $4,895-88.8% | $3,192-82.8% |
| Admin fee / account holder | $792 | $5,985-86.8% | $11,611-93.2% | $4,297-81.6% |