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 9-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 | $90,627 | $64,707+40.1% | $112,228-19.2% | $68,494+32.3% |
| Participation rate | 74.1% | 67.2%+7.0pp | 75.1%-0.9pp | 67.9%+6.2pp |
| Annual return | -5.27% | -11.40%+6.1pp | 27.45%-32.7pp | -7.84%+2.6pp |
| Employer contribution / active EE | $2,917 | $2,746+6.2% | $3,635-19.8% | $2,596+12.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $15,914 | $5,232+204.2% | $6,410+148.3% | $5,403+194.5% |