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 7-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 | $34,800 | $100,754-65.5% | $86,677-59.9% | $134,475-74.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.06% | 29.04%-45.1pp | 35.91%-52.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $12,663 | $3,489+262.9% | $2,836+346.4% | $4,740+167.2% |
| Participant deferral / active EE | $1,525 | $5,338-71.4% | $4,656-67.2% | $6,400-76.2% |
| Admin fee / account holder | $439 | $10,926-96.0% | $7,493-94.1% | $11,426-96.2% |