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 | $30,079 | $57,354-47.6% | $83,848-64.1% | $64,186-53.1% |
| Participation rate | 77.4% | 68.6%+8.8pp | 76.1%+1.2pp | 69.6%+7.8pp |
| Annual return | -4.27% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,099 | $2,545-17.5% | $3,631-42.2% | $2,381-11.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,164 | $4,046-46.5% | $5,478-60.5% | $4,888-55.7% |