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 | $35,011 | $167,307-79.1% | $143,757-75.6% | $134,475-74.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -4.00% | 0.46%-4.5pp | -0.04%-4.0pp | 417.96%-422.0pp |
| Employer contribution / active EE | $2,424 | $5,619-56.9% | $4,951-51.0% | $4,740-48.9% |
| Participant deferral / active EE | $2,030 | $6,446-68.5% | $5,637-64.0% | $6,400-68.3% |
| Admin fee / account holder | $3,823 | $18,088-78.9% | $14,673-73.9% | $11,426-66.5% |