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 | $43,325 | $167,307-74.1% | $143,757-69.9% | $134,475-67.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.89% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,543 | $5,619-54.7% | $4,951-48.6% | $4,740-46.3% |
| Participant deferral / active EE | $1,163 | $6,446-82.0% | $5,637-79.4% | $6,400-81.8% |
| Admin fee / account holder | $301 | $18,088-98.3% | $14,673-97.9% | $11,426-97.4% |