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 9-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 | $129,933 | $167,484-22.4% | $151,611-14.3% | $134,475-3.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -11.65% | 7.80%-19.5pp | 3.33%-15.0pp | 417.96%-429.6pp |
| Employer contribution / active EE | $3,716 | $6,829-45.6% | $6,166-39.7% | $4,740-21.6% |
| Participant deferral / active EE | $973 | $8,986-89.2% | $8,363-88.4% | $6,400-84.8% |
| Admin fee / account holder | $495 | $13,783-96.4% | $11,616-95.7% | $11,426-95.7% |