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 | $221,806 | $105,860+109.5% | $90,749+144.4% | $134,475+64.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -2.10% | -11.01%+8.9pp | -12.16%+10.1pp | 417.96%-420.1pp |
| Employer contribution / active EE | $9,231 | $3,462+166.6% | $2,921+216.0% | $4,740+94.8% |
| Participant deferral / active EE | $696 | $5,216-86.7% | $4,564-84.8% | $6,400-89.1% |
| Admin fee / account holder | $2,562 | $13,938-81.6% | $8,445-69.7% | $11,426-77.6% |