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 6-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 | $22,359 | $148,534-84.9% | $135,903-83.5% | $139,434-84.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 16.88% | 79.19%-62.3pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,211 | $5,243-76.9% | $4,856-75.1% | $4,751-74.5% |
| Participant deferral / active EE | $1,470 | $8,100-81.9% | $7,758-81.1% | $6,710-78.1% |
| Admin fee / account holder | $1,423 | $12,400-88.5% | $10,762-86.8% | $11,403-87.5% |