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 | $32,904 | $183,519-82.1% | $155,509-78.8% | $145,922-77.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 11.98% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,141 | $5,313-78.5% | $4,672-75.6% | $4,660-75.5% |
| Participant deferral / active EE | $1,141 | $6,462-82.3% | $5,626-79.7% | $6,688-82.9% |
| Admin fee / account holder | $3,217 | $19,313-83.3% | $15,912-79.8% | $13,397-76.0% |