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 9-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 | $33,012 | $59,107-44.1% | $86,436-61.8% | $68,494-51.8% |
| Participation rate | 74.6% | 75.2%-0.6pp | 80.3%-5.7pp | 67.9%+6.7pp |
| Annual return | -17.24% | -0.23%-17.0pp | 4394.89%-4412.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,838 | $2,519-27.0% | $3,769-51.2% | $2,596-29.2% |
| Participant deferral / active EE | $2,450 | $5,901-58.5% | $6,952-64.8% | $4,027-39.2% |
| Admin fee / account holder | $1,981 | $5,637-64.9% | $6,731-70.6% | $5,403-63.3% |