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 | $35,275 | $93,024-62.1% | $77,024-54.2% | $134,475-73.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.89% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,631 | $3,418+35.5% | $2,812+64.7% | $4,740-2.3% |
| Participant deferral / active EE | $773 | $5,238-85.2% | $4,426-82.5% | $6,400-87.9% |
| Admin fee / account holder | $404 | $6,944-94.2% | $5,425-92.5% | $11,426-96.5% |