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 | $26,520 | $99,918-73.5% | $81,382-67.4% | $145,922-81.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.43% | 34.32%-8.9pp | 24.73%+0.7pp | 561.29%-535.9pp |
| Employer contribution / active EE | $1,486 | $2,978-50.1% | $2,463-39.7% | $4,660-68.1% |
| Participant deferral / active EE | $847 | $4,605-81.6% | $3,883-78.2% | $6,688-87.3% |
| Admin fee / account holder | $3,053 | $8,212-62.8% | $5,768-47.1% | $13,397-77.2% |