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 | $20,167 | $69,518-71.0% | $59,878-66.3% | $135,375-85.1% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.7%+19.7pp | 82.6%+11.8pp |
| Annual return | -8.18% | 7.94%-16.1pp | 3.46%-11.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $4,694 | $3,235+45.1% | $2,722+72.5% | $4,779-1.8% |
| Participant deferral / active EE | $721 | $4,206-82.9% | $3,402-78.8% | $5,609-87.1% |
| Admin fee / account holder | $1,502 | $5,734-73.8% | $3,590-58.2% | $10,827-86.1% |