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 | $78,805 | $118,849-33.7% | $96,562-18.4% | $167,490-52.9% |
| Participation rate | 81.3% | 75.5%+5.8pp | 69.8%+11.4pp | 82.1%-0.9pp |
| Annual return | 18.98% | 50.49%-31.5pp | 37.78%-18.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $486 | $3,120-84.4% | $2,356-79.4% | $4,837-90.0% |
| Participant deferral / active EE | $1,046 | $4,616-77.3% | $3,849-72.8% | $6,341-83.5% |
| Admin fee / account holder | $787 | $8,065-90.2% | $6,181-87.3% | $12,309-93.6% |