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 | $119,644 | $135,635-11.8% | $110,238+8.5% | $135,375-11.6% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -4.91% | 513.19%-518.1pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,091 | $4,906-77.8% | $3,826-71.5% | $4,779-77.2% |
| Participant deferral / active EE | $1,238 | $5,506-77.5% | $4,672-73.5% | $5,609-77.9% |
| Admin fee / account holder | $1,182 | $11,457-89.7% | $8,547-86.2% | $10,827-89.1% |