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 | $6,321 | $97,125-93.5% | $86,233-92.7% | $137,256-95.4% |
| Participation rate | 73.7% | 74.2%-0.5pp | 69.0%+4.7pp | 80.0%-6.3pp |
| Annual return | 12.53% | 74.19%-61.7pp | 61.39%-48.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $429 | $2,841-84.9% | $2,504-82.9% | $4,156-89.7% |
| Participant deferral / active EE | $773 | $5,180-85.1% | $4,559-83.1% | $6,407-87.9% |
| Admin fee / account holder | $1,207 | $9,725-87.6% | $8,342-85.5% | $12,270-90.2% |