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 | $60,202 | $107,934-44.2% | $91,989-34.6% | $152,861-60.6% |
| Participation rate | 81.8% | 81.2%+0.6pp | 78.6%+3.2pp | 82.4%-0.6pp |
| Annual return | 21.39% | 89.24%-67.9pp | 69.02%-47.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $685 | $4,210-83.7% | $3,452-80.2% | $4,762-85.6% |
| Participant deferral / active EE | $1,797 | $6,364-71.8% | $5,923-69.7% | $5,850-69.3% |
| Admin fee / account holder | $1,822 | $10,520-82.7% | $7,743-76.5% | $11,596-84.3% |