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 | $22,231 | $54,364-59.1% | $77,999-71.5% | - |
| Participation rate | 71.7% | 73.9%-2.1pp | 75.5%-3.8pp | - |
| Annual return | 6.63% | 2.71%+3.9pp | 425.96%-419.3pp | - |
| Employer contribution / active EE | $889 | $1,328-33.0% | $2,470-64.0% | - |
| Participant deferral / active EE | $1,727 | $2,800-38.3% | $3,497-50.6% | - |
| Admin fee / account holder | $1,165 | $3,826-69.6% | $5,480-78.7% | - |