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 | $56,938 | $52,681+8.1% | $75,781-24.9% | $59,632-4.5% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.8%+13.9pp | 68.7%+21.1pp |
| Annual return | -0.46% | 2.95%-3.4pp | 9.68%-10.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $8,964 | $2,193+308.7% | $3,323+169.7% | $2,203+307.0% |
| Participant deferral / active EE | $44 | $2,591-98.3% | $3,651-98.8% | $3,192-98.6% |
| Admin fee / account holder | $8,456 | $3,610+134.3% | $5,299+59.6% | $4,297+96.8% |