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 | $38,573 | $59,107-34.7% | $86,436-55.4% | $68,494-43.7% |
| Participation rate | 73.1% | 75.2%-2.1pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -16.16% | -0.23%-15.9pp | 4394.89%-4411.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,093 | $5,901-64.5% | $6,952-69.9% | $4,027-48.0% |
| Admin fee / account holder | $1,262 | $5,637-77.6% | $6,731-81.3% | $5,403-76.6% |