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 | $118,922 | $97,044+22.5% | $83,333+42.7% | $135,375-12.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.89% | 12.31%-17.2pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $6,420 | $4,143+55.0% | $3,379+90.0% | $4,779+34.3% |
| Participant deferral / active EE | $1,719 | $5,964-71.2% | $5,565-69.1% | $5,609-69.4% |
| Admin fee / account holder | $28,234 | $8,380+236.9% | $7,510+275.9% | $10,827+160.8% |