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 | $136,071 | $95,971+41.8% | $74,550+82.5% | $135,375+0.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.89% | 56.96%-62.9pp | 32.53%-38.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,384 | $2,716-49.0% | $1,961-29.4% | $4,779-71.0% |
| Participant deferral / active EE | $726 | $3,843-81.1% | $3,108-76.6% | $5,609-87.1% |
| Admin fee / account holder | $447 | $6,522-93.1% | $5,060-91.2% | $10,827-95.9% |