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 | $17,689 | $76,000-76.7% | $154,107-88.5% | $64,186-72.4% |
| Participation rate | 71.7% | 70.4%+1.3pp | 83.0%-11.4pp | 69.6%+2.1pp |
| Annual return | -4.32% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-12.0pp |
| Employer contribution / active EE | $654 | $3,351-80.5% | $5,298-87.7% | $2,381-72.5% |
| Participant deferral / active EE | $367 | $3,175-88.5% | $5,081-92.8% | $3,470-89.4% |
| Admin fee / account holder | $915 | $5,596-83.7% | $13,411-93.2% | $4,888-81.3% |