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 | $95,200 | $87,540+8.8% | $75,781+25.6% | $125,391-24.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.35% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,111 | $3,930-71.7% | $3,323-66.6% | $4,866-77.2% |
| Participant deferral / active EE | $660 | $4,229-84.4% | $3,651-81.9% | $5,352-87.7% |
| Admin fee / account holder | $337 | $6,502-94.8% | $5,299-93.6% | $9,540-96.5% |