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 8-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 | $43,296 | $71,883-39.8% | $86,677-50.0% | $68,494-36.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -9.21% | 3.52%-12.7pp | 35.91%-45.1pp | -7.84%-1.4pp |
| Employer contribution / active EE | $944 | $2,173-56.6% | $2,836-66.7% | $2,596-63.7% |
| Participant deferral / active EE | $1,335 | $3,779-64.7% | $4,656-71.3% | $4,027-66.9% |
| Admin fee / account holder | $1,683 | $6,112-72.5% | $7,493-77.5% | $5,403-68.9% |