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 | $54,645 | $167,307-67.3% | $143,757-62.0% | $134,475-59.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.14% | 0.46%-1.6pp | -0.04%-1.1pp | 417.96%-419.1pp |
| Employer contribution / active EE | $3,973 | $5,619-29.3% | $4,951-19.8% | $4,740-16.2% |
| Participant deferral / active EE | $1,830 | $6,446-71.6% | $5,637-67.5% | $6,400-71.4% |
| Admin fee / account holder | $384 | $18,088-97.9% | $14,673-97.4% | $11,426-96.6% |