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 | $23,854 | $88,672-73.1% | $105,223-77.3% | $82,448-71.1% |
| Participation rate | 94.6% | 67.9%+26.7pp | 75.0%+19.5pp | 68.1%+26.5pp |
| Annual return | 16.81% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $5,594 | $3,048+83.5% | $3,689+51.7% | $2,551+119.3% |
| Participant deferral / active EE | $1,501 | $4,036-62.8% | $5,072-70.4% | $4,139-63.7% |
| Admin fee / account holder | $320 | $7,146-95.5% | $8,859-96.4% | $7,234-95.6% |