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 4-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 | $226,149 | $53,162+325.4% | $91,220+147.9% | $68,494+230.2% |
| Participation rate | 95.2% | 63.2%+32.0pp | 73.2%+22.0pp | 67.9%+27.3pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.01%-114.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $27,606 | $1,709+1515.0% | $2,850+868.6% | $2,596+963.3% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $15,004 | $4,493+233.9% | $5,420+176.8% | $5,403+177.7% |