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 6-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 | $62,594 | $81,208-22.9% | $98,907-36.7% | $79,858-21.6% |
| Participation rate | 76.9% | 72.5%+4.4pp | 76.0%+0.9pp | 69.6%+7.3pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $500 | $1,960-74.5% | $2,689-81.4% | $2,471-79.8% |
| Participant deferral / active EE | $1,114 | $3,265-65.9% | $4,244-73.8% | $3,740-70.2% |
| Admin fee / account holder | $3,822 | $6,013-36.4% | $6,642-42.5% | $5,306-28.0% |