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 9-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 | $17,068 | $117,983-85.5% | $101,794-83.2% | $142,382-88.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 12.82% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $631 | $2,773-77.2% | $2,289-72.4% | $4,299-85.3% |
| Participant deferral / active EE | $1,027 | $4,714-78.2% | $4,084-74.8% | $6,507-84.2% |
| Admin fee / account holder | $3,131 | $10,433-70.0% | $8,777-64.3% | $12,624-75.2% |