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 | $33,804 | $64,707-47.8% | $112,228-69.9% | $68,494-50.6% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -18.51% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $12,983 | $2,746+372.8% | $3,635+257.2% | $2,596+400.1% |
| Participant deferral / active EE | $1,360 | $3,565-61.8% | $4,728-71.2% | $4,027-66.2% |
| Admin fee / account holder | $5,669 | $5,232+8.4% | $6,410-11.6% | $5,403+4.9% |