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 7-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 | $12,115 | $111,754-89.2% | $103,333-88.3% | $145,922-91.7% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 11.42% | 24.77%-13.3pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,499 | $4,212-40.7% | $3,868-35.4% | $4,660-46.4% |
| Participant deferral / active EE | $1,471 | $5,619-73.8% | $5,057-70.9% | $6,688-78.0% |
| Admin fee / account holder | $1,539 | $9,750-84.2% | $8,355-81.6% | $13,397-88.5% |