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 | $64,839-32.2% | $95,585-54.0% | $84,808-48.1% |
| Participation rate | 97.0% | 63.8%+33.2pp | 72.1%+24.9pp | 68.3%+28.7pp |
| Annual return | 13.37% | -670.96%+684.3pp | 38.56%-25.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $3,636 | $1,759+106.8% | $2,527+43.9% | $2,631+38.2% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,380 | $5,964-76.9% | $6,127-77.5% | $7,344-81.2% |