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 | $41,495 | $59,107-29.8% | $86,436-52.0% | $68,494-39.4% |
| Participation rate | 75.5% | 75.2%+0.2pp | 80.3%-4.9pp | 67.9%+7.6pp |
| Annual return | -17.32% | -0.23%-17.1pp | 4394.89%-4412.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,547 | $2,519-38.6% | $3,769-59.0% | $2,596-40.4% |
| Participant deferral / active EE | $2,571 | $5,901-56.4% | $6,952-63.0% | $4,027-36.2% |
| Admin fee / account holder | $322 | $5,637-94.3% | $6,731-95.2% | $5,403-94.0% |