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 | $37,650 | $82,286-54.2% | $68,791-45.3% | $134,475-72.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -20.27% | -2.19%-18.1pp | -6.38%-13.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $763 | $3,301-76.9% | $2,655-71.3% | $4,740-83.9% |
| Participant deferral / active EE | $798 | $4,739-83.2% | $3,941-79.8% | $6,400-87.5% |
| Admin fee / account holder | $38,557 | $6,481+495.0% | $4,932+681.8% | $11,426+237.5% |