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 | $85,811 | $98,750-13.1% | $149,696-42.7% | $79,858+7.5% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.5%-4.4pp | 69.6%+8.5pp |
| Annual return | 15.00% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $792 | $3,216-75.4% | $4,644-82.9% | $2,471-67.9% |
| Participant deferral / active EE | $1,621 | $5,680-71.5% | $6,842-76.3% | $3,740-56.7% |
| Admin fee / account holder | $11,382 | $6,053+88.1% | $9,309+22.3% | $5,306+114.5% |