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 | $181,112 | $105,860+71.1% | $90,749+99.6% | $134,475+34.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -0.66% | -11.01%+10.3pp | -12.16%+11.5pp | 417.96%-418.6pp |
| Employer contribution / active EE | $15,417 | $3,462+345.3% | $2,921+427.8% | $4,740+225.3% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,797 | $13,938-79.9% | $8,445-66.9% | $11,426-75.5% |