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 | $225,550 | $142,344+58.5% | $119,609+88.6% | $134,475+67.7% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -13.14% | -12.44%-0.7pp | -14.97%+1.8pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,690 | $5,222-67.6% | $4,232-60.1% | $4,740-64.4% |
| Participant deferral / active EE | $1,913 | $6,469-70.4% | $5,602-65.8% | $6,400-70.1% |
| Admin fee / account holder | $7,328 | $13,584-46.1% | $10,323-29.0% | $11,426-35.9% |