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 | $71,685 | $82,664-13.3% | $125,339-42.8% | $68,494+4.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.87% | -5.97%-2.9pp | 572.05%-580.9pp | -7.84%-1.0pp |
| Employer contribution / active EE | $3,759 | $3,381+11.2% | $4,814-21.9% | $2,596+44.8% |
| Participant deferral / active EE | $836 | $6,110-86.3% | $7,446-88.8% | $4,027-79.2% |
| Admin fee / account holder | $15,646 | $6,275+149.3% | $10,010+56.3% | $5,403+189.6% |