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 | $57,648 | $82,664-30.3% | $125,339-54.0% | $68,494-15.8% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | 1.01% | -5.97%+7.0pp | 572.05%-571.0pp | -7.84%+8.9pp |
| Employer contribution / active EE | $3,208 | $3,381-5.1% | $4,814-33.4% | $2,596+23.5% |
| Participant deferral / active EE | $2,454 | $6,110-59.8% | $7,446-67.0% | $4,027-39.1% |
| Admin fee / account holder | $1,979 | $6,275-68.5% | $10,010-80.2% | $5,403-63.4% |