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 | $88,465 | $100,041-11.6% | $149,718-40.9% | $70,131+26.1% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 17.47% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,229 | $3,662-66.4% | $5,445-77.4% | $2,342-47.5% |
| Participant deferral / active EE | $2,245 | $4,983-54.9% | $6,569-65.8% | $3,332-32.6% |
| Admin fee / account holder | $5,913 | $8,286-28.6% | $11,283-47.6% | $4,645+27.3% |