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 | $111,418 | $105,860+5.3% | $90,749+22.8% | $134,475-17.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -11.77% | -11.01%-0.8pp | -12.16%+0.4pp | 417.96%-429.7pp |
| Employer contribution / active EE | $18,252 | $3,462+427.2% | $2,921+524.9% | $4,740+285.1% |
| Participant deferral / active EE | $866 | $5,216-83.4% | $4,564-81.0% | $6,400-86.5% |
| Admin fee / account holder | $1,629 | $13,938-88.3% | $8,445-80.7% | $11,426-85.7% |