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 | $62,854 | $77,813-19.2% | $123,544-49.1% | $64,186-2.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.28% | 12.48%-12.2pp | 119.20%-118.9pp | 7.63%-7.3pp |
| Employer contribution / active EE | $8,454 | $3,014+180.5% | $4,628+82.7% | $2,381+255.1% |
| Participant deferral / active EE | $2,205 | $5,240-57.9% | $6,426-65.7% | $3,470-36.4% |
| Admin fee / account holder | $835 | $5,519-84.9% | $9,284-91.0% | $4,888-82.9% |