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 3-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 | $241,091 | $72,177+234.0% | $115,037+109.6% | $59,632+304.3% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.51% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $8,577 | $2,841+201.9% | $4,608+86.1% | $2,203+289.4% |
| Participant deferral / active EE | $197 | $4,783-95.9% | $6,026-96.7% | $3,192-93.8% |
| Admin fee / account holder | $62,463 | $4,927+1167.8% | $8,175+664.1% | $4,297+1353.6% |