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 | $39,455 | $62,573-36.9% | $85,682-54.0% | $85,850-54.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.37% | 23.77%-12.4pp | 21.49%-10.1pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,405 | $1,757-20.0% | $2,618-46.3% | $2,565-45.2% |
| Participant deferral / active EE | $794 | $2,802-71.7% | $3,923-79.8% | $3,952-79.9% |
| Admin fee / account holder | $1,518 | $4,640-67.3% | $6,873-77.9% | $6,260-75.8% |