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 8-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 | $13,576 | $69,207-80.4% | $64,056-78.8% | $139,434-90.3% |
| Participation rate | 82.4% | 75.6%+6.8pp | 72.3%+10.1pp | 80.3%+2.0pp |
| Annual return | 15.68% | 45.88%-30.2pp | 33.69%-18.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $828 | $3,182-74.0% | $2,747-69.9% | $4,751-82.6% |
| Participant deferral / active EE | $541 | $4,682-88.4% | $3,880-86.1% | $6,710-91.9% |
| Admin fee / account holder | $403 | $4,244-90.5% | $3,068-86.9% | $11,403-96.5% |