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 | $58,293 | $84,487-31.0% | $125,339-53.5% | $66,914-12.9% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.3pp | 69.8%+27.8pp |
| Annual return | -10.14% | -8.39%-1.7pp | 572.05%-582.2pp | 1.58%-11.7pp |
| Employer contribution / active EE | $1,863 | $3,553-47.6% | $4,814-61.3% | $2,544-26.8% |
| Participant deferral / active EE | $3,048 | $6,781-55.1% | $7,446-59.1% | $4,237-28.1% |
| Admin fee / account holder | $2,343 | $685+242.1% | $10,010-76.6% | $593+295.0% |