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 | $43,973 | $63,703-31.0% | $93,063-52.7% | $82,448-46.7% |
| Participation rate | 97.0% | 63.8%+33.1pp | 72.1%+24.9pp | 68.1%+28.9pp |
| Annual return | 13.37% | -775.43%+788.8pp | 34.15%-20.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,636 | $1,729+110.4% | $2,476+46.9% | $2,551+42.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,958-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,380 | $5,982-76.9% | $6,033-77.1% | $7,234-80.9% |