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 8-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 | $37,400 | $85,202-56.1% | $172,739-78.3% | $72,985-48.8% |
| Participation rate | 72.6% | 70.1%+2.5pp | 82.6%-10.1pp | 69.5%+3.1pp |
| Annual return | 23.38% | 27.32%-3.9pp | 802.84%-779.5pp | 81.00%-57.6pp |
| Employer contribution / active EE | $482 | $3,324-85.5% | $5,143-90.6% | $2,440-80.2% |
| Participant deferral / active EE | $746 | $3,260-77.1% | $5,198-85.6% | $3,607-79.3% |
| Admin fee / account holder | $701 | $5,884-88.1% | $13,954-95.0% | $5,124-86.3% |