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 | $118,076 | $105,860+11.5% | $90,749+30.1% | $134,475-12.2% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.7%+14.8pp | 81.2%+9.3pp |
| Annual return | -2.48% | -11.01%+8.5pp | -12.16%+9.7pp | 417.96%-420.4pp |
| Employer contribution / active EE | $2,381 | $3,462-31.2% | $2,921-18.5% | $4,740-49.8% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,805 | $13,938-72.7% | $8,445-54.9% | $11,426-66.7% |