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 8-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 | $21,562 | $82,664-73.9% | $125,339-82.8% | $68,494-68.5% |
| Participation rate | 93.6% | 75.0%+18.6pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -17.62% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,958 | $3,381+46.6% | $4,814+3.0% | $2,596+90.9% |
| Participant deferral / active EE | $1,114 | $6,110-81.8% | $7,446-85.0% | $4,027-72.3% |
| Admin fee / account holder | $1,341 | $6,275-78.6% | $10,010-86.6% | $5,403-75.2% |