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 7-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 | $19,082 | $106,584-82.1% | $101,326-81.2% | $142,382-86.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 19.95% | 36.93%-17.0pp | 36.82%-16.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,574 | $3,956-60.2% | $3,665-57.1% | $4,299-63.4% |
| Participant deferral / active EE | $516 | $8,297-93.8% | $7,994-93.5% | $6,507-92.1% |
| Admin fee / account holder | $1,359 | $11,446-88.1% | $11,185-87.9% | $12,624-89.2% |