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 | $40,072 | $87,540-54.2% | $75,781-47.1% | $125,391-68.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.19% | 13.48%-15.7pp | 9.68%-11.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $5,623 | $3,930+43.1% | $3,323+69.2% | $4,866+15.6% |
| Participant deferral / active EE | $908 | $4,229-78.5% | $3,651-75.1% | $5,352-83.0% |
| Admin fee / account holder | $497 | $6,502-92.4% | $5,299-90.6% | $9,540-94.8% |