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 8-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 | $32,085 | $82,664-61.2% | $125,339-74.4% | $68,494-53.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 8.84% | -5.97%+14.8pp | 572.05%-563.2pp | -7.84%+16.7pp |
| Employer contribution / active EE | $780 | $3,381-76.9% | $4,814-83.8% | $2,596-70.0% |
| Participant deferral / active EE | $2,252 | $6,110-63.1% | $7,446-69.8% | $4,027-44.1% |
| Admin fee / account holder | $39,290 | $6,275+526.1% | $10,010+292.5% | $5,403+627.2% |