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 | $122,947 | $133,958-8.2% | $112,228+9.6% | $134,475-8.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.33% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $8,837 | $4,038+118.9% | $3,635+143.1% | $4,740+86.5% |
| Participant deferral / active EE | $574 | $5,291-89.2% | $4,728-87.9% | $6,400-91.0% |
| Admin fee / account holder | $552 | $7,489-92.6% | $6,410-91.4% | $11,426-95.2% |