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 | $31,160 | $57,354-45.7% | $83,848-62.8% | $64,186-51.5% |
| Participation rate | 78.6% | 68.6%+10.0pp | 76.1%+2.4pp | 69.6%+9.0pp |
| Annual return | -8.03% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $7,262 | $2,545+185.3% | $3,631+100.0% | $2,381+205.0% |
| Participant deferral / active EE | $973 | $2,993-67.5% | $4,082-76.2% | $3,470-71.9% |
| Admin fee / account holder | $1,485 | $4,046-63.3% | $5,478-72.9% | $4,888-69.6% |