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 | $14,315 | $95,266-85.0% | $82,389-82.6% | $142,382-89.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 14.32% | 25.74%-11.4pp | 28.67%-14.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $590 | $2,991-80.3% | $2,517-76.6% | $4,299-86.3% |
| Participant deferral / active EE | $985 | $4,809-79.5% | $4,155-76.3% | $6,507-84.9% |
| Admin fee / account holder | $1,660 | $8,563-80.6% | $7,231-77.0% | $12,624-86.8% |