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 | $39,317 | $82,664-52.4% | $125,339-68.6% | $68,494-42.6% |
| Participation rate | 79.5% | 75.0%+4.5pp | 82.4%-2.8pp | 67.9%+11.7pp |
| Annual return | -10.45% | -5.97%-4.5pp | 572.05%-582.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,137 | $3,381-66.4% | $4,814-76.4% | $2,596-56.2% |
| Participant deferral / active EE | $1,785 | $6,110-70.8% | $7,446-76.0% | $4,027-55.7% |
| Admin fee / account holder | $756 | $6,275-88.0% | $10,010-92.5% | $5,403-86.0% |