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 | $10,214 | $42,383-75.9% | $76,523-86.7% | $64,186-84.1% |
| Participation rate | 89.3% | 58.1%+31.1pp | 68.0%+21.3pp | 69.6%+19.7pp |
| Annual return | -8.21% | -16.54%+8.3pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $8,508 | $1,563+444.2% | $2,647+221.4% | $2,381+257.4% |
| Participant deferral / active EE | $593 | $2,566-76.9% | $3,835-84.5% | $3,470-82.9% |
| Admin fee / account holder | $3,518 | $3,198+10.0% | $4,848-27.4% | $4,888-28.0% |