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 | $115,226 | $82,664+39.4% | $125,339-8.1% | $68,494+68.2% |
| Participation rate | 71.0% | 75.0%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -17.07% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,444 | $6,110-60.0% | $7,446-67.2% | $4,027-39.3% |
| Admin fee / account holder | $9,527 | $6,275+51.8% | $10,010-4.8% | $5,403+76.3% |