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 7-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 | $89,108 | $59,805+49.0% | $79,550+12.0% | $68,494+30.1% |
| Participation rate | 97.6% | 61.1%+36.5pp | 69.5%+28.1pp | 67.9%+29.7pp |
| Annual return | -9.11% | -12.30%+3.2pp | 0.16%-9.3pp | -7.84%-1.3pp |
| Employer contribution / active EE | $12,381 | $1,505+722.7% | $2,413+413.1% | $2,596+376.9% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,325 | $4,835-31.2% | $6,832-51.3% | $5,403-38.5% |