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 9-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 | $17,817 | $92,703-80.8% | $82,719-78.5% | $134,475-86.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.88% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.8pp |
| Employer contribution / active EE | $711 | $3,274-78.3% | $3,009-76.4% | $4,740-85.0% |
| Participant deferral / active EE | $824 | $4,802-82.9% | $4,395-81.3% | $6,400-87.1% |
| Admin fee / account holder | $9,799 | $5,983+63.8% | $5,329+83.9% | $11,426-14.2% |