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 | $21,903 | $49,280-55.6% | $67,313-67.5% | $64,186-65.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.67% | -1.39%-5.3pp | -4.08%-2.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,305 | $1,668+217.9% | $2,566+106.8% | $2,381+122.8% |
| Participant deferral / active EE | $603 | $2,484-75.7% | $3,568-83.1% | $3,470-82.6% |
| Admin fee / account holder | $713 | $3,863-81.5% | $4,507-84.2% | $4,888-85.4% |