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 | $33,639 | $82,664-59.3% | $125,339-73.2% | $68,494-50.9% |
| Participation rate | 70.8% | 75.0%-4.2pp | 82.4%-11.5pp | 67.9%+2.9pp |
| Annual return | -12.97% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $951 | $3,381-71.9% | $4,814-80.3% | $2,596-63.4% |
| Participant deferral / active EE | $1,595 | $6,110-73.9% | $7,446-78.6% | $4,027-60.4% |
| Admin fee / account holder | $3,807 | $6,275-39.3% | $10,010-62.0% | $5,403-29.5% |