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 | $114,381-90.1% | $107,525-89.4% | $142,382-92.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.14% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,606 | $4,015-35.1% | $3,754-30.6% | $4,299-39.4% |
| Participant deferral / active EE | $1,305 | $5,564-76.5% | $5,116-74.5% | $6,507-79.9% |
| Admin fee / account holder | $3,319 | $9,860-66.3% | $8,919-62.8% | $12,624-73.7% |