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 5-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 | $20,452 | $106,515-80.8% | $96,683-78.8% | $139,434-85.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.34% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,485 | $4,103-15.1% | $3,737-6.7% | $4,751-26.6% |
| Participant deferral / active EE | $1,359 | $5,454-75.1% | $4,878-72.1% | $6,710-79.7% |
| Admin fee / account holder | $883 | $7,877-88.8% | $6,730-86.9% | $11,403-92.3% |