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 6-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 | $23,696 | $77,813-69.5% | $123,544-80.8% | $64,186-63.1% |
| Participation rate | 83.0% | 74.7%+8.3pp | 82.3%+0.7pp | 69.6%+13.5pp |
| Annual return | -6.33% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $8,452 | $3,014+180.5% | $4,628+82.6% | $2,381+255.0% |
| Participant deferral / active EE | $1,366 | $5,240-73.9% | $6,426-78.7% | $3,470-60.6% |
| Admin fee / account holder | $15,237 | $5,519+176.1% | $9,284+64.1% | $4,888+211.7% |