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 7-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 | $113,062 | $167,307-32.4% | $143,757-21.4% | $134,475-15.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -10.49% | 0.46%-10.9pp | -0.04%-10.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,835 | $5,619-49.6% | $4,951-42.7% | $4,740-40.2% |
| Participant deferral / active EE | $1,976 | $6,446-69.3% | $5,637-64.9% | $6,400-69.1% |
| Admin fee / account holder | $6,898 | $18,088-61.9% | $14,673-53.0% | $11,426-39.6% |