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 8-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 | $24,046 | $77,730-69.1% | $70,164-65.7% | $139,434-82.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.12% | 18.98%-4.9pp | 18.87%-4.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,792 | $4,990-24.0% | $4,287-11.5% | $4,751-20.2% |
| Participant deferral / active EE | $736 | $6,448-88.6% | $5,395-86.3% | $6,710-89.0% |
| Admin fee / account holder | $3,721 | $5,368-30.7% | $4,561-18.4% | $11,403-67.4% |