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 4-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 | $23,371 | $94,338-75.2% | $100,534-76.8% | $142,382-83.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 80.6%+9.4pp | 80.1%+9.9pp |
| Annual return | 18.29% | 29.20%-10.9pp | 32.66%-14.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,580 | $4,237-39.1% | $4,346-40.6% | $4,299-40.0% |
| Participant deferral / active EE | $810 | $5,934-86.4% | $6,144-86.8% | $6,507-87.6% |
| Admin fee / account holder | $367 | $8,421-95.6% | $7,654-95.2% | $12,624-97.1% |