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 3-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 | $26,681 | $159,602-83.3% | $150,045-82.2% | $142,382-81.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.59% | 70.24%-53.6pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,258 | $4,961-54.5% | $4,693-51.9% | $4,299-47.5% |
| Participant deferral / active EE | $2,260 | $8,310-72.8% | $7,997-71.7% | $6,507-65.3% |
| Admin fee / account holder | $2,346 | $14,846-84.2% | $13,435-82.5% | $12,624-81.4% |