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 | $53,609 | $27,641+93.9% | $61,373-12.7% | $68,494-21.7% |
| Participation rate | 94.1% | 39.5%+54.6pp | 52.6%+41.5pp | 67.9%+26.2pp |
| Annual return | -12.14% | -13.24%+1.1pp | 338.61%-350.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $4,412 | $695+534.3% | $1,159+280.5% | $2,596+69.9% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $54,460 | $2,010+2609.5% | $2,130+2457.2% | $5,403+908.0% |