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 5-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 | $11,379 | $111,535-89.8% | $105,223-89.2% | $137,256-91.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.14% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,606 | $3,939-33.8% | $3,689-29.3% | $4,156-37.3% |
| Participant deferral / active EE | $1,305 | $5,500-76.3% | $5,072-74.3% | $6,407-79.6% |
| Admin fee / account holder | $3,319 | $9,721-65.9% | $8,859-62.5% | $12,270-73.0% |