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 | $20,338 | $76,000-73.2% | $154,107-86.8% | $64,186-68.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.97% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $829 | $3,351-75.3% | $5,298-84.3% | $2,381-65.2% |
| Participant deferral / active EE | $852 | $3,175-73.2% | $5,081-83.2% | $3,470-75.5% |
| Admin fee / account holder | $1,118 | $5,596-80.0% | $13,411-91.7% | $4,888-77.1% |