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 | $56,213 | $110,094-48.9% | $151,611-62.9% | $68,494-17.9% |
| Participation rate | 72.0% | 84.0%-12.0pp | 87.5%-15.5pp | 67.9%+4.1pp |
| Annual return | -13.74% | -10.12%-3.6pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,184 | $4,471-51.2% | $6,166-64.6% | $2,596-15.9% |
| Participant deferral / active EE | $2,488 | $6,527-61.9% | $8,363-70.3% | $4,027-38.2% |
| Admin fee / account holder | $5,048 | $7,719-34.6% | $11,616-56.5% | $5,403-6.6% |