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 | $68,441 | $81,900-16.4% | $119,609-42.8% | $68,494-0.1% |
| Participation rate | 98.0% | 71.9%+26.1pp | 79.3%+18.7pp | 67.9%+30.1pp |
| Annual return | -7.90% | -23.82%+15.9pp | -14.97%+7.1pp | -7.84%-0.1pp |
| Employer contribution / active EE | $5,399 | $2,693+100.5% | $4,232+27.6% | $2,596+108.0% |
| Participant deferral / active EE | $962 | $4,148-76.8% | $5,602-82.8% | $4,027-76.1% |
| Admin fee / account holder | $61,624 | $6,582+836.3% | $10,323+496.9% | $5,403+1040.6% |