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 | $90,916 | $142,344-36.1% | $119,609-24.0% | $134,475-32.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.10% | -12.44%-5.7pp | -14.97%-3.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,088 | $5,222-60.0% | $4,232-50.7% | $4,740-55.9% |
| Participant deferral / active EE | $1,047 | $6,469-83.8% | $5,602-81.3% | $6,400-83.6% |
| Admin fee / account holder | $6,464 | $13,584-52.4% | $10,323-37.4% | $11,426-43.4% |