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 | $37,065 | $110,094-66.3% | $151,611-75.6% | $68,494-45.9% |
| Participation rate | 86.8% | 84.0%+2.8pp | 87.5%-0.7pp | 67.9%+18.9pp |
| Annual return | -15.90% | -10.12%-5.8pp | 3.33%-19.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,153 | $4,471-51.8% | $6,166-65.1% | $2,596-17.1% |
| Participant deferral / active EE | $2,932 | $6,527-55.1% | $8,363-64.9% | $4,027-27.2% |
| Admin fee / account holder | $4,956 | $7,719-35.8% | $11,616-57.3% | $5,403-8.3% |