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 9-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 | $61,634 | $87,540-29.6% | $75,781-18.7% | $125,391-50.8% |
| Participation rate | 86.4% | 80.2%+6.2pp | 75.8%+10.5pp | 83.2%+3.2pp |
| Annual return | -1.71% | 13.48%-15.2pp | 9.68%-11.4pp | 282.22%-283.9pp |
| Employer contribution / active EE | $28,948 | $3,930+636.6% | $3,323+771.1% | $4,866+494.9% |
| Participant deferral / active EE | $818 | $4,229-80.7% | $3,651-77.6% | $5,352-84.7% |
| Admin fee / account holder | $13,804 | $6,502+112.3% | $5,299+160.5% | $9,540+44.7% |