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 10-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 | $22,841 | $118,450-80.7% | $98,439-76.8% | $139,434-83.6% |
| Participation rate | 94.4% | 77.4%+17.0pp | 75.2%+19.3pp | 80.3%+14.1pp |
| Annual return | 16.75% | 18.94%-2.2pp | 21.16%-4.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,126 | $3,609-68.8% | $3,048-63.1% | $4,751-76.3% |
| Participant deferral / active EE | $1,181 | $5,392-78.1% | $4,738-75.1% | $6,710-82.4% |
| Admin fee / account holder | $884 | $14,026-93.7% | $8,948-90.1% | $11,403-92.2% |