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 | $201,792 | $95,862+110.5% | $79,550+153.7% | $134,475+50.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -12.73% | -2.69%-10.0pp | 0.16%-12.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $7,911 | $3,128+152.9% | $2,413+227.8% | $4,740+66.9% |
| Participant deferral / active EE | $929 | $4,693-80.2% | $3,985-76.7% | $6,400-85.5% |
| Admin fee / account holder | $10,054 | $9,126+10.2% | $6,832+47.1% | $11,426-12.0% |