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 | $13,249 | $42,894-69.1% | $60,874-78.2% | $68,494-80.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.44% | -13.98%-1.5pp | 16.90%-32.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $557 | $1,978-71.9% | $2,701-79.4% | $2,596-78.6% |
| Participant deferral / active EE | $738 | $2,867-74.3% | $3,817-80.7% | $4,027-81.7% |
| Admin fee / account holder | $4,698 | $3,101+51.5% | $3,224+45.7% | $5,403-13.0% |