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 | $41,229 | $85,202-51.6% | $172,739-76.1% | $72,985-43.5% |
| Participation rate | 81.5% | 70.1%+11.4pp | 82.6%-1.2pp | 69.5%+12.0pp |
| Annual return | 18.34% | 27.32%-9.0pp | 802.84%-784.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,797 | $3,324-45.9% | $5,143-65.1% | $2,440-26.4% |
| Participant deferral / active EE | $684 | $3,260-79.0% | $5,198-86.8% | $3,607-81.0% |
| Admin fee / account holder | $2,222 | $5,884-62.2% | $13,954-84.1% | $5,124-56.6% |