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 | $143,305 | $93,024+54.1% | $77,024+86.1% | $134,475+6.6% |
| Participation rate | 94.4% | 74.5%+20.0pp | 67.9%+26.5pp | 81.2%+13.2pp |
| Annual return | -20.60% | 62.60%-83.2pp | 42.32%-62.9pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,117 | $3,418+20.5% | $2,812+46.4% | $4,740-13.1% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,973 | $6,944-28.4% | $5,425-8.3% | $11,426-56.5% |