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 | $11,085 | $46,553-76.2% | $64,056-82.7% | $75,163-85.3% |
| Participation rate | 80.0% | 65.9%+14.1pp | 72.3%+7.7pp | 67.2%+12.8pp |
| Annual return | 16.37% | 26.03%-9.7pp | 33.69%-17.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,310 | $1,974-33.6% | $2,747-52.3% | $2,670-50.9% |
| Participant deferral / active EE | $599 | $2,837-78.9% | $3,880-84.6% | $4,125-85.5% |
| Admin fee / account holder | $2,514 | $2,952-14.9% | $3,068-18.1% | $5,651-55.5% |