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 | $190,844 | $100,754+89.4% | $86,677+120.2% | $134,475+41.9% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -12.02% | 29.04%-41.1pp | 35.91%-47.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,060 | $3,489-69.6% | $2,836-62.6% | $4,740-77.6% |
| Participant deferral / active EE | $17 | $5,338-99.7% | $4,656-99.6% | $6,400-99.7% |
| Admin fee / account holder | $1,313 | $10,926-88.0% | $7,493-82.5% | $11,426-88.5% |