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 | $186,982 | $175,600+6.5% | $129,110+44.8% | $134,475+39.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | -11.39%-6.3pp | -10.94%-6.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $7,236 | $6,355+13.9% | $5,052+43.2% | $4,740+52.7% |
| Participant deferral / active EE | $530 | $7,975-93.4% | $6,542-91.9% | $6,400-91.7% |
| Admin fee / account holder | $15,680 | $23,567-33.5% | $14,302+9.6% | $11,426+37.2% |